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

Coulter & Justus Financial Services LLC purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 7,303 shares of the company’s stock, valued at approximately $382,000. Dimensional U.S. Targeted Value ETF comprises about 0.3% of Coulter & Justus Financial Services LLC’s holdings, making the stock its 26th biggest position.

Other large investors also recently modified their holdings of the company. Trust Co of the South bought a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at about $100,019,000. Modera Wealth Management LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 190.9% during the 3rd quarter. Modera Wealth Management LLC now owns 2,690,524 shares of the company’s stock worth $122,930,000 after buying an additional 1,765,548 shares in the last quarter. Forum Financial Management LP raised its position in shares of Dimensional U.S. Targeted Value ETF by 7.2% during the 3rd quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock worth $408,865,000 after buying an additional 599,382 shares in the last quarter. Savant Capital LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 9.6% in the 3rd quarter. Savant Capital LLC now owns 5,108,102 shares of the company’s stock worth $233,389,000 after purchasing an additional 446,501 shares during the last quarter. Finally, Pure Financial Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 31.2% in the 4th quarter. Pure Financial Advisors LLC now owns 1,774,886 shares of the company’s stock worth $92,880,000 after purchasing an additional 421,856 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

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

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.