Confluence Wealth Services Inc. Has $16.68 Million Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Confluence Wealth Services Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 9.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 299,748 shares of the company’s stock after purchasing an additional 25,310 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for approximately 1.2% of Confluence Wealth Services Inc.’s investment portfolio, making the stock its 17th largest position. Confluence Wealth Services Inc. owned 0.16% of Dimensional U.S. Targeted Value ETF worth $16,675,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of DFAT. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at $28,000. Bbjs Financial Advisors LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the second quarter valued at about $30,000. Iron Horse Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF in the third quarter valued at about $32,000. WealthShield Partners LLC raised its stake in Dimensional U.S. Targeted Value ETF by 134.2% during the second quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock worth $37,000 after acquiring an additional 408 shares in the last quarter. Finally, Innealta Capital LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth about $46,000.

Dimensional U.S. Targeted Value ETF Trading Up 0.2 %

Shares of Dimensional U.S. Targeted Value ETF stock opened at $54.82 on Friday. The firm’s 50 day moving average is $54.91 and its 200 day moving average is $53.66. The firm has a market capitalization of $10.15 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1 year low of $43.91 and a 1 year high of $58.09.

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.