BCO Wealth Management LLC Takes $347,000 Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BCO Wealth Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 6,234 shares of the company’s stock, valued at approximately $347,000. Dimensional U.S. Targeted Value ETF comprises about 0.3% of BCO Wealth Management LLC’s investment portfolio, making the stock its 25th largest position.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Tradewinds Capital Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at approximately $28,000. Aspect Partners LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 151.9% during the fourth quarter. Aspect Partners LLC now owns 519 shares of the company’s stock worth $29,000 after purchasing an additional 313 shares in the last quarter. SYM FINANCIAL Corp acquired a new position in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $30,000. Truvestments Capital LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $40,000. Finally, Legacy Investment Solutions LLC acquired a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth $46,000.

Dimensional U.S. Targeted Value ETF Stock Down 0.2 %

Dimensional U.S. Targeted Value ETF stock opened at $52.78 on Thursday. The company has a fifty day simple moving average of $55.18 and a 200-day simple moving average of $56.09. The firm has a market capitalization of $10.30 billion, a price-to-earnings ratio of 13.05 and a beta of 1.05. Dimensional U.S. Targeted Value ETF has a 52-week low of $50.16 and a 52-week high of $61.75.

Dimensional U.S. Targeted Value ETF Dividend Announcement

The firm also recently disclosed a dividend, which will be paid on Thursday, March 27th. Shareholders of record on Tuesday, March 25th will be issued a $0.1614 dividend. The ex-dividend date of this dividend is Tuesday, March 25th.

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.