Empirical Financial Services LLC d.b.a. Empirical Wealth Management Grows Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 918,385 shares of the company’s stock after purchasing an additional 12,130 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 1.0% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s investment portfolio, making the stock its 22nd largest position. Empirical Financial Services LLC d.b.a. Empirical Wealth Management owned about 0.45% of Dimensional U.S. Targeted Value ETF worth $54,681,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of DFAT. Brighton Jones LLC boosted its position in Dimensional U.S. Targeted Value ETF by 22.3% during the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after acquiring an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. acquired a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $1,376,000. JPMorgan Chase & Co. raised its holdings in Dimensional U.S. Targeted Value ETF by 5.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 536,252 shares of the company’s stock valued at $28,936,000 after acquiring an additional 29,153 shares during the last quarter. Lido Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 29.7% during the 2nd quarter. Lido Advisors LLC now owns 11,637 shares of the company’s stock worth $628,000 after purchasing an additional 2,667 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 25.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 68,843 shares of the company’s stock worth $3,715,000 after purchasing an additional 13,822 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 0.3%

DFAT stock opened at $62.64 on Thursday. The stock has a market capitalization of $12.80 billion, a price-to-earnings ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a 52-week low of $44.01 and a 52-week high of $67.46. The stock’s fifty day simple moving average is $63.87 and its 200-day simple moving average is $60.72.

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.