Dimensional U.S. Targeted Value ETF $DFAT Position Increased by CogentBlue Wealth Advisors LLC

CogentBlue Wealth Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.3% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 98,372 shares of the company’s stock after purchasing an additional 6,650 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 4.1% of CogentBlue Wealth Advisors LLC’s investment portfolio, making the stock its 7th largest position. CogentBlue Wealth Advisors LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,308,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Focus Partners Wealth grew its position in Dimensional U.S. Targeted Value ETF by 6.5% during the 1st quarter. Focus Partners Wealth now owns 12,985,015 shares of the company’s stock worth $668,598,000 after acquiring an additional 797,094 shares during the last quarter. Focus Partners Advisor Solutions LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 2.0% in the first quarter. Focus Partners Advisor Solutions LLC now owns 4,915,377 shares of the company’s stock worth $253,093,000 after acquiring an additional 95,097 shares during the period. Pure Financial Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 6.3% in the first quarter. Pure Financial Advisors LLC now owns 4,269,836 shares of the company’s stock worth $219,854,000 after acquiring an additional 252,973 shares during the period. EP Wealth Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 35.2% in the first quarter. EP Wealth Advisors LLC now owns 3,016,203 shares of the company’s stock worth $155,304,000 after acquiring an additional 784,895 shares during the period. Finally, Asset Dedication LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 0.9% in the first quarter. Asset Dedication LLC now owns 2,305,024 shares of the company’s stock worth $118,686,000 after acquiring an additional 20,455 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 1.1%

Shares of DFAT stock opened at $58.57 on Friday. The stock has a fifty day moving average of $57.26 and a 200 day moving average of $53.65. Dimensional U.S. Targeted Value ETF has a 52 week low of $44.01 and a 52 week high of $61.75. The firm has a market capitalization of $11.60 billion, a price-to-earnings ratio of 12.39 and a beta of 0.94.

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.