Coulter & Justus Financial Services LLC Takes $382,000 Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Coulter & Justus Financial Services LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 7,303 shares of the company’s stock, valued at approximately $382,000. Dimensional U.S. Targeted Value ETF makes up approximately 0.3% of Coulter & Justus Financial Services LLC’s portfolio, making the stock its 26th biggest position.

A number of other institutional investors also recently modified their holdings of DFAT. Truvestments Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $46,000. Castleview Partners LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $51,000. Trifecta Capital Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 281.8% in the 4th quarter. Trifecta Capital Advisors LLC now owns 1,512 shares of the company’s stock worth $79,000 after purchasing an additional 1,116 shares in the last quarter. Jones Financial Companies Lllp lifted its stake in Dimensional U.S. Targeted Value ETF by 49.6% in the 3rd quarter. Jones Financial Companies Lllp now owns 2,145 shares of the company’s stock worth $98,000 after purchasing an additional 711 shares in the last quarter. Finally, PNC Financial Services Group Inc. lifted its stake in 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 purchasing an additional 2,769 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT traded up $0.75 on Thursday, hitting $51.96. The stock had a trading volume of 180,259 shares, compared to its average volume of 248,116. Dimensional U.S. Targeted Value ETF has a 52-week low of $41.16 and a 52-week high of $54.64. The company has a market capitalization of $9.61 billion, a price-to-earnings ratio of 9.58 and a beta of 0.94. The firm has a 50-day moving average of $52.19 and a 200-day moving average of $49.94.

Dimensional U.S. Targeted Value ETF Company 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.