Confluence Wealth Services Inc. Buys 16,017 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Confluence Wealth Services Inc. raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 426,378 shares of the company’s stock after buying an additional 16,017 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 1.1% of Confluence Wealth Services Inc.’s portfolio, making the stock its 20th biggest position. Confluence Wealth Services Inc. owned 0.21% of Dimensional U.S. Targeted Value ETF worth $25,387,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in DFAT. Brighton Jones LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after buying an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at about $1,376,000. NewEdge Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after buying an additional 1,393 shares during the last quarter. Sei Investments Co. bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $703,000. Finally, Main Street Financial Solutions LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock valued at $2,264,000 after buying an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $66.37 on Thursday. The business’s 50-day moving average price is $63.90 and its two-hundred day moving average price is $61.37. Dimensional U.S. Targeted Value ETF has a 12 month low of $48.06 and a 12 month high of $67.46. The firm has a market capitalization of $13.50 billion, a PE ratio of 12.39 and a beta of 1.01.

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.