Broadhurst Jeffrey B Makes New $4.88 Million Investment in Dimensional U.S. Targeted Value ETF $DFAT

Broadhurst Jeffrey B bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the first quarter, Holdings Channel reports. The firm bought 78,209 shares of the company’s stock, valued at approximately $4,884,000. Dimensional U.S. Targeted Value ETF accounts for 5.0% of Broadhurst Jeffrey B’s investment portfolio, making the stock its 5th biggest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of DFAT. Focus Partners Wealth boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock valued at $790,941,000 after acquiring an additional 40,703 shares during the period. Forum Financial Management LP boosted its stake in Dimensional U.S. Targeted Value ETF by 1.4% in the first quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock worth $646,331,000 after buying an additional 142,102 shares in the last quarter. Pure Financial Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.5% during the 4th quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after purchasing an additional 371,114 shares during the last quarter. Focus Partners Advisor Solutions LLC grew its position in Dimensional U.S. Targeted Value ETF by 21.0% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after acquiring an additional 919,456 shares during the last quarter. Finally, EP Wealth Advisors LLC bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $249,084,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT stock opened at $70.57 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $71.39. The company has a market cap of $14.46 billion, a P/E ratio of 12.39 and a beta of 0.97. The firm has a 50-day moving average of $68.66 and a 200 day moving average of $65.80.

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.