Bordeaux Wealth Advisors LLC Invests $391,000 in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Bordeaux Wealth Advisors LLC bought a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 7,464 shares of the company’s stock, valued at approximately $391,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Coulter & Justus Financial Services LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $382,000. Robertson Stephens Wealth Management LLC increased its stake in Dimensional U.S. Targeted Value ETF by 2.9% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 198,250 shares of the company’s stock valued at $10,374,000 after purchasing an additional 5,586 shares in the last quarter. DiNuzzo Private Wealth Inc. bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $7,848,000. Savant Capital LLC increased its stake in Dimensional U.S. Targeted Value ETF by 6.4% during the 4th quarter. Savant Capital LLC now owns 5,433,256 shares of the company’s stock valued at $284,322,000 after purchasing an additional 325,154 shares in the last quarter. Finally, Brighton Jones LLC increased its stake in Dimensional U.S. Targeted Value ETF by 52.5% during the 4th quarter. Brighton Jones LLC now owns 19,014 shares of the company’s stock valued at $995,000 after purchasing an additional 6,545 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Up 1.0 %

NYSEARCA:DFAT traded up $0.53 on Friday, reaching $52.49. 210,540 shares of the stock traded hands, compared to its average volume of 247,678. The company’s fifty day simple moving average is $52.20 and its 200 day simple moving average is $49.96. The company has a market capitalization of $9.71 billion, a price-to-earnings ratio of 9.58 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 12 month low of $41.16 and a 12 month 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.