TCI Wealth Advisors Inc. Reduces Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

TCI Wealth Advisors Inc. lowered its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 538,685 shares of the company’s stock after selling 13,078 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 3.0% of TCI Wealth Advisors Inc.’s portfolio, making the stock its 8th biggest position. TCI Wealth Advisors Inc. owned 0.30% of Dimensional U.S. Targeted Value ETF worth $28,189,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of DFAT. Signature Resources Capital Management LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $27,000. Truvestments Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $46,000. Castleview Partners LLC bought a new position in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $51,000. Trifecta Capital Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 281.8% during the fourth quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock valued at $79,000 after buying an additional 1,116 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its holdings in Dimensional U.S. Targeted Value ETF by 49.6% in the third quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock worth $98,000 after acquiring an additional 711 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 1.0 %

Shares of NYSEARCA DFAT traded up $0.53 during trading on Friday, reaching $52.49. The company had a trading volume of 210,540 shares, compared to its average volume of 247,678. The business’s 50-day moving average is $52.22 and its 200 day moving average is $50.08. The stock has a market cap of $9.72 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 $41.16 and a 12-month high of $54.64.

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.