Summit Trail Advisors LLC Raises Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Summit Trail Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 24.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,382 shares of the company’s stock after buying an additional 3,424 shares during the period. Summit Trail Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $967,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Investmark Advisory Group LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 0.8% in the 1st quarter. Investmark Advisory Group LLC now owns 37,330 shares of the company’s stock valued at $2,032,000 after buying an additional 279 shares during the period. Cetera Investment Advisers raised its stake in shares of Dimensional U.S. Targeted Value ETF by 52.1% in the 1st quarter. Cetera Investment Advisers now owns 428,015 shares of the company’s stock valued at $23,297,000 after acquiring an additional 146,579 shares during the period. Mosaic Family Wealth Partners LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 11.0% in the 1st quarter. Mosaic Family Wealth Partners LLC now owns 370,045 shares of the company’s stock worth $20,142,000 after acquiring an additional 36,814 shares during the last quarter. TruNorth Capital Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 1st quarter worth approximately $2,491,000. Finally, Sensible Money LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 4.4% in the 1st quarter. Sensible Money LLC now owns 670,129 shares of the company’s stock valued at $36,475,000 after purchasing an additional 28,331 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 1.4 %

Shares of NYSEARCA DFAT opened at $61.04 on Tuesday. The stock has a fifty day simple moving average of $56.37 and a 200-day simple moving average of $54.44. Dimensional U.S. Targeted Value ETF has a twelve month low of $46.36 and a twelve month high of $61.75. The stock has a market capitalization of $11.30 billion, a PE ratio of 9.99 and a beta of 1.12.

Dimensional U.S. Targeted Value ETF 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.