Cypress Point Wealth Management LLC Has $1.03 Million Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Cypress Point Wealth Management LLC lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 18.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 19,941 shares of the company’s stock after selling 4,424 shares during the quarter. Cypress Point Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,027,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of DFAT. Raymond James Financial Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF in the 4th quarter valued at $69,228,000. Focus Partners Advisor Solutions LLC grew its position in Dimensional U.S. Targeted Value ETF by 34.4% in the 4th quarter. Focus Partners Advisor Solutions LLC now owns 4,820,280 shares of the company’s stock valued at $268,297,000 after purchasing an additional 1,234,171 shares during the period. Tumwater Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter worth $30,702,000. Financial Harvest LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter worth $22,206,000. Finally, EP Wealth Advisors LLC boosted its holdings in Dimensional U.S. Targeted Value ETF by 20.7% during the 4th quarter. EP Wealth Advisors LLC now owns 2,231,308 shares of the company’s stock worth $124,195,000 after acquiring an additional 382,653 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT opened at $52.54 on Friday. The company has a market capitalization of $10.35 billion, a price-to-earnings ratio of 13.37 and a beta of 1.05. The firm’s fifty day moving average price is $50.55 and its two-hundred day moving average price is $53.76. Dimensional U.S. Targeted Value ETF has a 1 year low of $44.01 and a 1 year high of $61.75.

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.