EP Wealth Advisors LLC Grows Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

EP Wealth Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 18.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,848,655 shares of the company’s stock after buying an additional 288,340 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 0.9% of EP Wealth Advisors LLC’s investment portfolio, making the stock its 25th biggest holding. EP Wealth Advisors LLC owned 1.00% of Dimensional U.S. Targeted Value ETF worth $102,841,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Stifel Financial Corp raised its stake in shares of Dimensional U.S. Targeted Value ETF by 1.1% during the 3rd quarter. Stifel Financial Corp now owns 114,950 shares of the company’s stock worth $6,395,000 after purchasing an additional 1,262 shares during the period. Quantinno Capital Management LP purchased a new stake in Dimensional U.S. Targeted Value ETF during the third quarter worth about $808,000. Investmark Advisory Group LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 1.3% during the third quarter. Investmark Advisory Group LLC now owns 39,416 shares of the company’s stock worth $2,193,000 after buying an additional 495 shares during the last quarter. Hill Investment Group Partners LLC raised its position in Dimensional U.S. Targeted Value ETF by 0.3% in the third quarter. Hill Investment Group Partners LLC now owns 638,280 shares of the company’s stock worth $32,820,000 after acquiring an additional 1,856 shares during the period. Finally, Rockefeller Capital Management L.P. boosted its stake in Dimensional U.S. Targeted Value ETF by 9.7% in the third quarter. Rockefeller Capital Management L.P. now owns 16,465 shares of the company’s stock valued at $916,000 after acquiring an additional 1,459 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.4 %

Shares of NYSEARCA DFAT opened at $59.55 on Friday. The firm has a market cap of $11.02 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 1-year low of $47.78 and a 1-year high of $61.75. The stock has a fifty day simple moving average of $57.22 and a two-hundred day simple moving average of $54.79.

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.