Broadhurst Jeffrey B Buys New Stake in Dimensional U.S. Targeted Value ETF $DFAT

Broadhurst Jeffrey B bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 78,209 shares of the company’s stock, valued at approximately $4,884,000. Dimensional U.S. Targeted Value ETF makes up approximately 5.0% of Broadhurst Jeffrey B’s investment portfolio, making the stock its 5th biggest position.

A number of other institutional investors have also made changes to their positions in DFAT. CIBC Private Wealth Group LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 59.0% during 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 last quarter. Timmons Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $50,000. Parallel Advisors LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 49.9% during the first quarter. Parallel Advisors LLC now owns 811 shares of the company’s stock worth $51,000 after buying an additional 270 shares during the last quarter. Optima Capital LLC bought a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $60,000. Finally, Modus Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $82,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.9%

Shares of NYSEARCA:DFAT opened at $70.57 on Friday. The firm has a market cap of $14.46 billion, a PE ratio of 12.39 and a beta of 0.97. The company’s 50 day moving average price is $68.66 and its two-hundred day moving average price is $65.80. Dimensional U.S. Targeted Value ETF has a 12-month low of $52.83 and a 12-month high of $71.39.

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.