Bordeaux Wealth Advisors LLC Buys New Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Bordeaux Wealth Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 7,464 shares of the company’s stock, valued at approximately $391,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Commonwealth Equity Services LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 8.5% in the 3rd quarter. Commonwealth Equity Services LLC now owns 354,738 shares of the company’s stock valued at $16,208,000 after buying an additional 27,892 shares during the period. Raymond James Financial Services Advisors Inc. boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.7% in the 3rd quarter. Raymond James Financial Services Advisors Inc. now owns 641,820 shares of the company’s stock valued at $29,325,000 after buying an additional 10,783 shares during the period. G2 Capital Management LLC OH boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the 3rd quarter. G2 Capital Management LLC OH now owns 257,521 shares of the company’s stock valued at $11,766,000 after buying an additional 954 shares during the period. Stone Point Wealth LLC boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 8.9% in the 3rd quarter. Stone Point Wealth LLC now owns 8,544 shares of the company’s stock valued at $390,000 after buying an additional 700 shares during the period. Finally, Baystate Wealth Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $377,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT traded up $0.53 during midday trading on Friday, hitting $52.49. The company had a trading volume of 210,540 shares, compared to its average volume of 247,678. The company’s 50-day simple moving average is $52.20 and its 200-day simple moving average is $49.96. The firm has a market capitalization of $9.71 billion, a P/E ratio of 9.58 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 1 year low of $41.16 and a 1 year high of $54.64.

Dimensional U.S. Targeted Value ETF Company 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.