Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Corient Private Wealth LLC

Corient Private Wealth LLC lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 208.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,724,033 shares of the company’s stock after purchasing an additional 1,841,154 shares during the quarter. Corient Private Wealth LLC owned about 1.33% of Dimensional U.S. Targeted Value ETF worth $162,189,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC raised its position in Dimensional U.S. Targeted Value ETF by 22.3% during the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after buying an additional 3,799 shares during the last quarter. Goldman Sachs Group Inc. purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the 1st quarter valued at $1,376,000. NewEdge Advisors LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after acquiring an additional 1,393 shares during the last quarter. Sei Investments Co. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the second quarter worth $703,000. Finally, Main Street Financial Solutions LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the second quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock worth $2,264,000 after purchasing an additional 576 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $68.48 on Friday. The firm has a market cap of $13.96 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The firm’s fifty day moving average is $66.88 and its two-hundred day moving average is $64.13. Dimensional U.S. Targeted Value ETF has a one year low of $52.27 and a one year high of $70.25.

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.