Caprock Group LLC Invests $1.75 Million in Dimensional U.S. Targeted Value ETF $DFAT

Caprock Group LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 29,690 shares of the company’s stock, valued at approximately $1,748,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Creative Planning raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.1% in the second quarter. Creative Planning now owns 14,095,721 shares of the company’s stock valued at $760,605,000 after buying an additional 150,227 shares during the last quarter. Forum Financial Management LP raised its stake in Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Forum Financial Management LP now owns 9,753,142 shares of the company’s stock valued at $567,730,000 after acquiring an additional 399,577 shares during the last quarter. Index Fund Advisors Inc. lifted its position in Dimensional U.S. Targeted Value ETF by 5.7% during the 3rd quarter. Index Fund Advisors Inc. now owns 6,520,506 shares of the company’s stock worth $379,559,000 after acquiring an additional 349,087 shares during the period. Savant Capital LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 3rd quarter. Savant Capital LLC now owns 4,974,930 shares of the company’s stock valued at $289,591,000 after purchasing an additional 29,718 shares during the last quarter. Finally, Pure Financial Advisors LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.8% in the third quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock valued at $288,681,000 after purchasing an additional 357,646 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $66.28 on Friday. The stock has a fifty day moving average price of $62.45 and a 200 day moving average price of $59.25. Dimensional U.S. Targeted Value ETF has a 1-year low of $44.01 and a 1-year high of $67.46. The company has a market cap of $13.54 billion, a PE ratio of 12.39 and a beta of 1.04.

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.