Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) is Avondale Wealth Management’s 8th Largest Position

Avondale Wealth Management lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 762.0% in the 1st quarter, HoldingsChannel.com reports. The fund owned 125,416 shares of the company’s stock after acquiring an additional 110,866 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 4.8% of Avondale Wealth Management’s portfolio, making the stock its 8th largest holding. Avondale Wealth Management’s holdings in Dimensional U.S. Targeted Value ETF were worth $6,826,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. UBS Group AG boosted its position in Dimensional U.S. Targeted Value ETF by 21.6% in the third quarter. UBS Group AG now owns 262,121 shares of the company’s stock worth $11,976,000 after purchasing an additional 46,557 shares during the last quarter. PNC Financial Services Group Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 434.0% in the 3rd quarter. PNC Financial Services Group Inc. now owns 3,407 shares of the company’s stock worth $156,000 after buying an additional 2,769 shares during the last quarter. Kestra Advisory Services LLC grew its position in Dimensional U.S. Targeted Value ETF by 16.4% during the third quarter. Kestra Advisory Services LLC now owns 167,581 shares of the company’s stock valued at $7,657,000 after buying an additional 23,567 shares during the period. QRG Capital Management Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth about $228,000. Finally, Robertson Stephens Wealth Management LLC raised its position in Dimensional U.S. Targeted Value ETF by 93.1% in the third quarter. Robertson Stephens Wealth Management LLC now owns 192,664 shares of the company’s stock worth $8,803,000 after acquiring an additional 92,906 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock traded down $0.10 on Tuesday, reaching $51.37. 409,382 shares of the company traded hands, compared to its average volume of 240,193. The company has a 50 day moving average of $52.51 and a 200 day moving average of $51.83. Dimensional U.S. Targeted Value ETF has a 52 week low of $42.53 and a 52 week high of $54.64. The firm has a market capitalization of $9.51 billion, a PE ratio of 9.99 and a beta of 1.12.

Dimensional U.S. Targeted Value ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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