CogentBlue Wealth Advisors LLC Purchases Shares of 96,591 Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

CogentBlue Wealth Advisors LLC acquired 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 Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 96,591 shares of the company’s stock, valued at approximately $5,376,000. Dimensional U.S. Targeted Value ETF makes up about 4.7% of CogentBlue Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest position. CogentBlue Wealth Advisors LLC owned 0.05% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of DFAT. Good Life Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 1.0% in the fourth quarter. Good Life Advisors LLC now owns 124,705 shares of the company’s stock worth $6,941,000 after acquiring an additional 1,247 shares in the last quarter. WestHill Financial Advisors Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $201,000. Atria Wealth Solutions Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 29.8% in the 4th quarter. Atria Wealth Solutions Inc. now owns 16,333 shares of the company’s stock worth $909,000 after purchasing an additional 3,745 shares in the last quarter. D.A. Davidson & CO. increased its position in shares of Dimensional U.S. Targeted Value ETF by 1.1% during the 4th quarter. D.A. Davidson & CO. now owns 122,401 shares of the company’s stock valued at $6,813,000 after purchasing an additional 1,386 shares during the last quarter. Finally, Empower Advisory Group LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 16.3% during the 4th quarter. Empower Advisory Group LLC now owns 12,139 shares of the company’s stock valued at $676,000 after buying an additional 1,700 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $56.96 on Thursday. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75. The business has a 50 day moving average of $56.72 and a 200 day moving average of $56.21. The company has a market capitalization of $10.54 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12.

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.