Robertson Stephens Wealth Management LLC Has $10.34 Million Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Robertson Stephens Wealth Management LLC cut its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 185,780 shares of the company’s stock after selling 1,708 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $10,340,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. JPMorgan Chase & Co. lifted its holdings in Dimensional U.S. Targeted Value ETF by 13.2% during the 3rd quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock worth $14,450,000 after buying an additional 30,351 shares during the period. FMR LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 12.6% in the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock valued at $1,165,000 after purchasing an additional 2,349 shares during the period. Summit Trail Advisors LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 24.5% in the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after purchasing an additional 3,424 shares during the period. SC&H Financial Advisors Inc. lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock valued at $4,176,000 after purchasing an additional 2,735 shares during the period. Finally, International Assets Investment Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at about $6,259,000.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock opened at $57.62 on Thursday. The stock’s 50 day simple moving average is $57.32 and its 200 day simple moving average is $56.13. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $49.71 and a fifty-two week high of $61.75. The company has a market cap of $10.67 billion, a P/E ratio of 9.99 and a beta of 1.12.

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.