Plancorp LLC Has $89.58 Million Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Plancorp LLC cut its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,609,388 shares of the company’s stock after selling 25,373 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 3.7% of Plancorp LLC’s portfolio, making the stock its 9th biggest position. Plancorp LLC owned approximately 0.87% of Dimensional U.S. Targeted Value ETF worth $89,579,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. 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 holdings in Dimensional U.S. Targeted Value ETF by 4.2% in the 4th quarter. Asset Dedication LLC now owns 2,284,569 shares of the company’s stock worth $127,159,000 after buying an additional 91,246 shares in the last quarter. EP Wealth Advisors LLC increased its holdings 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 buying an additional 288,340 shares in the last quarter. Abacus Wealth Partners LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 11.1% in the 4th quarter. Abacus Wealth Partners LLC now owns 1,322,095 shares of the company’s stock worth $73,588,000 after buying an additional 132,428 shares in the last quarter. Finally, Raymond James Financial Inc. bought a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $69,228,000.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $52.09 on Friday. Dimensional U.S. Targeted Value ETF has a one year low of $50.16 and a one year high of $61.75. The stock has a 50-day moving average of $55.37 and a 200 day moving average of $56.08. The company has a market capitalization of $10.16 billion, a price-to-earnings ratio of 13.05 and a beta of 1.05.

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.