Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Corient Private Wealth LLC

Corient Private Wealth LLC grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 208.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,724,033 shares of the company’s stock after purchasing an additional 1,841,154 shares during the quarter. Corient Private Wealth LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $162,189,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of the business. EP Wealth Advisors LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $249,084,000. Smartleaf Asset Management LLC lifted its position in Dimensional U.S. Targeted Value ETF by 8,960.0% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,419,609 shares of the company’s stock worth $85,390,000 after buying an additional 1,403,940 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 21.0% during the fourth quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after buying an additional 919,456 shares during the last quarter. Earned Wealth Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 95.1% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock worth $86,801,000 after buying an additional 710,659 shares during the last quarter. Finally, Richard Young Associates Ltd. purchased a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $32,968,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $68.48 on Friday. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.27 and a 52-week high of $70.25. The company has a market capitalization of $13.96 billion, a PE ratio of 12.39 and a beta of 0.97. The stock has a fifty day simple moving average of $66.88 and a two-hundred day simple moving average of $64.13.

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.