Savant Capital LLC Cuts Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Savant Capital LLC decreased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,132,422 shares of the company’s stock after selling 58,140 shares during the period. Dimensional U.S. Targeted Value ETF comprises approximately 2.2% of Savant Capital LLC’s holdings, making the stock its 10th largest holding. Savant Capital LLC owned approximately 2.77% of Dimensional U.S. Targeted Value ETF worth $285,671,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Forum Financial Management LP lifted its position in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock worth $488,619,000 after purchasing an additional 154,338 shares during the period. Pure Financial Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 12.9% during the fourth quarter. Pure Financial Advisors LLC now owns 4,016,863 shares of the company’s stock valued at $223,579,000 after acquiring an additional 458,509 shares in the last quarter. Asset Dedication LLC increased its stake in Dimensional U.S. Targeted Value ETF by 4.2% during the 4th quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock valued at $127,159,000 after purchasing an additional 91,246 shares in the last quarter. EP Wealth Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 18.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after acquiring an additional 288,340 shares during the last quarter. Finally, Abacus Wealth Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 11.1% during the fourth quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after purchasing an additional 132,428 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT stock opened at $56.93 on Monday. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.73 and a 12 month high of $61.75. The company has a market capitalization of $10.54 billion, a P/E ratio of 9.99 and a beta of 1.12. The firm’s fifty day simple moving average is $57.18 and its 200-day simple moving average is $56.16.

Dimensional U.S. Targeted Value ETF Company Profile

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.