EverSource Wealth Advisors LLC Has $3.07 Million Stock Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

EverSource Wealth Advisors LLC decreased its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 55,128 shares of the company’s stock after selling 608 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,068,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in DFAT. Empower Advisory Group LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 62.9% in the 3rd quarter. Empower Advisory Group LLC now owns 10,439 shares of the company’s stock valued at $581,000 after buying an additional 4,030 shares in the last quarter. Main Street Financial Solutions LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 25.4% in the 3rd quarter. Main Street Financial Solutions LLC now owns 37,938 shares of the company’s stock worth $2,110,000 after purchasing an additional 7,688 shares during the last quarter. OneDigital Investment Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 19.6% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 84,282 shares of the company’s stock worth $4,689,000 after purchasing an additional 13,822 shares during the last quarter. Balboa Wealth Partners grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 12.4% in the 3rd quarter. Balboa Wealth Partners now owns 31,586 shares of the company’s stock worth $1,757,000 after purchasing an additional 3,491 shares during the last quarter. Finally, Squire Investment Management Company LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.5% in the 3rd quarter. Squire Investment Management Company LLC now owns 444,086 shares of the company’s stock worth $24,704,000 after purchasing an additional 2,126 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $51.22 on Thursday. The firm’s 50-day simple moving average is $55.87 and its 200-day simple moving average is $56.26. Dimensional U.S. Targeted Value ETF has a twelve month low of $50.16 and a twelve month high of $61.75. The firm has a market cap of $10.02 billion, a price-to-earnings ratio of 13.23 and a beta of 1.05.

About Dimensional U.S. Targeted Value ETF

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.