Sequoia Financial Advisors LLC Has $85.76 Million Stock Position in Dimensional U.S. Targeted Value ETF $DFAT

Sequoia Financial Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,373,292 shares of the company’s stock after purchasing an additional 33,366 shares during the period. Sequoia Financial Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $85,762,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. CIBC Private Wealth Group LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares during the last quarter. Timmons Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $50,000. Optima Capital LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $60,000. JPL Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $74,000. Finally, Modus Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $82,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.6%

Shares of NYSEARCA:DFAT traded up $0.43 during mid-day trading on Friday, reaching $69.65. The stock had a trading volume of 326,489 shares, compared to its average volume of 356,205. The firm has a market cap of $14.28 billion, a PE ratio of 12.39 and a beta of 0.97. The firm has a 50 day simple moving average of $67.93 and a two-hundred day simple moving average of $65.10. Dimensional U.S. Targeted Value ETF has a twelve month low of $52.83 and a twelve month high of $70.43.

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.