CogentBlue Wealth Advisors LLC Acquires Shares of 96,591 Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

CogentBlue Wealth Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, Holdings Channel.com reports. The firm bought 96,591 shares of the company’s stock, valued at approximately $5,376,000. Dimensional U.S. Targeted Value ETF accounts for about 4.7% of CogentBlue Wealth Advisors LLC’s portfolio, making the stock its 6th largest holding.

Several other hedge funds also recently made changes to their positions in the company. Good Life Advisors LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 1.0% in the 4th quarter. Good Life Advisors LLC now owns 124,705 shares of the company’s stock worth $6,941,000 after acquiring an additional 1,247 shares during the last quarter. WestHill Financial Advisors Inc. purchased a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $201,000. Atria Wealth Solutions Inc. raised its position in Dimensional U.S. Targeted Value ETF by 29.8% during the 4th quarter. Atria Wealth Solutions Inc. now owns 16,333 shares of the company’s stock valued at $909,000 after purchasing an additional 3,745 shares during the last quarter. D.A. Davidson & CO. lifted its holdings in Dimensional U.S. Targeted Value ETF by 1.1% in the 4th quarter. D.A. Davidson & CO. now owns 122,401 shares of the company’s stock worth $6,813,000 after buying an additional 1,386 shares during the period. Finally, Empower Advisory Group LLC grew its position in shares of Dimensional U.S. Targeted Value ETF by 16.3% in the 4th quarter. Empower Advisory Group LLC now owns 12,139 shares of the company’s stock worth $676,000 after buying an additional 1,700 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $56.96 on Thursday. The stock’s 50 day moving average price is $56.72 and its 200-day moving average price is $56.21. Dimensional U.S. Targeted Value ETF has a 52-week low of $50.16 and a 52-week high of $61.75. The stock has a market capitalization of $10.54 billion, a PE ratio of 9.99 and a beta of 1.12.

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.