SageView Advisory Group LLC Makes New Investment in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

SageView Advisory Group LLC bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 6,296 shares of the company’s stock, valued at approximately $327,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Creative Planning raised its position in Dimensional U.S. Targeted Value ETF by 4.1% during the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock valued at $713,715,000 after purchasing an additional 534,891 shares during the period. Forum Financial Management LP lifted its position in Dimensional U.S. Targeted Value ETF by 2.5% in the fourth quarter. Forum Financial Management LP now owns 9,168,412 shares of the company’s stock worth $479,783,000 after buying an additional 219,728 shares during the last quarter. Savant Capital LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 6.4% during the fourth quarter. Savant Capital LLC now owns 5,433,256 shares of the company’s stock worth $284,322,000 after buying an additional 325,154 shares during the period. Corient Private Wealth LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock valued at $143,841,000 after acquiring an additional 10,299 shares during the last quarter. Finally, Envestnet Asset Management Inc. raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the fourth quarter. Envestnet Asset Management Inc. now owns 2,710,003 shares of the company’s stock valued at $141,814,000 after acquiring an additional 12,361 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.3 %

Dimensional U.S. Targeted Value ETF stock opened at $51.42 on Thursday. The firm has a market capitalization of $9.52 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $42.53 and a 12-month high of $54.64. The firm has a 50-day moving average price of $52.47 and a 200-day moving average price of $51.85.

About Dimensional U.S. Targeted Value ETF

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.