Annandale Capital LLC Raises Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Annandale Capital LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 35.1% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 79,436 shares of the company’s stock after acquiring an additional 20,624 shares during the period. Annandale Capital LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,120,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Creative Planning raised its stake in Dimensional U.S. Targeted Value ETF by 4.1% during the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after purchasing an additional 534,891 shares during the period. Henrickson Nauta Wealth Advisors Inc. lifted its holdings in Dimensional U.S. Targeted Value ETF by 5.9% in the first quarter. Henrickson Nauta Wealth Advisors Inc. now owns 223,471 shares of the company’s stock valued at $11,659,000 after acquiring an additional 12,441 shares during the last quarter. Blair William & Co. IL grew its position in Dimensional U.S. Targeted Value ETF by 35.1% in the first quarter. Blair William & Co. IL now owns 3,680 shares of the company’s stock worth $200,000 after acquiring an additional 957 shares during the period. Oppenheimer & Co. Inc. grew its position in Dimensional U.S. Targeted Value ETF by 3.8% in the fourth quarter. Oppenheimer & Co. Inc. now owns 157,491 shares of the company’s stock worth $8,242,000 after acquiring an additional 5,754 shares during the period. Finally, Pioneer Wealth Management Group raised its position in Dimensional U.S. Targeted Value ETF by 43.6% in the first quarter. Pioneer Wealth Management Group now owns 82,748 shares of the company’s stock valued at $4,504,000 after purchasing an additional 25,142 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.7 %

Shares of NYSEARCA:DFAT opened at $55.47 on Friday. The company has a market capitalization of $10.27 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $42.53 and a 12-month high of $58.09. The business has a 50-day moving average price of $54.34 and a 200 day moving average price of $53.21.

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.