Corient Private Wealth LP Has $125.93 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Corient Private Wealth LP decreased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 31.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,801,593 shares of the company’s stock after selling 843,406 shares during the period. Corient Private Wealth LP’s holdings in Dimensional U.S. Targeted Value ETF were worth $125,931,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. CIBC Private Wealth Group LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after purchasing an additional 243 shares during the last quarter. Timmons Wealth Management LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth $50,000. Parallel Advisors LLC grew its stake in shares of 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 valued at $51,000 after purchasing an additional 270 shares during the last quarter. Modus Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the 4th quarter worth about $82,000. Finally, Operose Advisors LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $118,000.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA:DFAT opened at $70.42 on Friday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $55.12 and a fifty-two week high of $72.81. The business’s 50-day simple moving average is $71.00 and its 200-day simple moving average is $67.58. The stock has a market capitalization of $14.41 billion, a PE ratio of 12.39 and a beta of 0.97.

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.