Waverly Advisors LLC Raises Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Waverly Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 275.1% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 50,716 shares of the company’s stock after acquiring an additional 37,197 shares during the period. Waverly Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,167,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of DFAT. CIBC Private Wealth Group LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 59.0% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after purchasing an additional 243 shares during the period. Timmons Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth $50,000. Parallel Advisors LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 49.9% in the 1st quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $51,000 after buying an additional 270 shares during the period. Optima Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth $60,000. Finally, Modus Advisors LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $82,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT stock opened at $70.98 on Thursday. The business has a 50-day moving average price of $68.97 and a 200 day moving average price of $66.04. The company has a market capitalization of $14.55 billion, a P/E ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 1-year low of $52.83 and a 1-year high of $71.74.

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.