Cogent Strategic Wealth LLC Purchases Shares of 100,734 Dimensional U.S. Targeted Value ETF $DFAT

Cogent Strategic Wealth LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, Holdings Channel.com reports. The fund bought 100,734 shares of the company’s stock, valued at approximately $6,383,000. Dimensional U.S. Targeted Value ETF makes up 7.0% of Cogent Strategic Wealth LLC’s holdings, making the stock its 3rd biggest holding.

Several other institutional investors have also recently added to or reduced their stakes in DFAT. CoreFirst Bank & Trust purchased a new stake in Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $26,000. CIBC Private Wealth Group LLC increased its position in Dimensional U.S. Targeted Value ETF by 59.0% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after acquiring an additional 243 shares during the period. IAG Wealth Partners LLC increased its position in Dimensional U.S. Targeted Value ETF by 350.8% in the 3rd quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock valued at $50,000 after acquiring an additional 663 shares during the period. Timmons Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $50,000. Finally, Optima Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $60,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $68.48 on Friday. The company’s 50-day simple moving average is $66.88 and its 200-day simple moving average is $64.13. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.27 and a 52-week high of $70.25. The firm has a market cap of $13.96 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97.

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.