Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 410,361 shares of the company’s stock after purchasing an additional 33,645 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 1.2% of Confluence Wealth Services Inc.’s holdings, making the stock its 17th largest position. Confluence Wealth Services Inc. owned about 0.21% of Dimensional U.S. Targeted Value ETF worth $23,887,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in DFAT. Elser Financial Planning Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at approximately $38,598,000. Forum Financial Management LP raised its position in Dimensional U.S. Targeted Value ETF by 5.4% during the second quarter. Forum Financial Management LP now owns 9,353,565 shares of the company’s stock worth $504,718,000 after acquiring an additional 476,529 shares during the period. Financial Harvest LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the second quarter valued at $24,493,000. Cerity Partners LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 59.4% during the second quarter. Cerity Partners LLC now owns 1,100,761 shares of the company’s stock valued at $60,037,000 after purchasing an additional 410,267 shares in the last quarter. Finally, Pure Financial Advisors LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 7.8% in the third quarter. Pure Financial Advisors LLC now owns 4,959,303 shares of the company’s stock valued at $288,681,000 after purchasing an additional 357,646 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 0.6%

DFAT opened at $63.19 on Friday. The company has a market cap of $12.76 billion, a PE ratio of 12.39 and a beta of 1.04. Dimensional U.S. Targeted Value ETF has a twelve month low of $44.01 and a twelve month high of $63.67. The company has a 50-day moving average price of $59.72 and a 200 day moving average price of $58.03.

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.