Perigon Wealth Management LLC Buys New Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Perigon Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 9,011 shares of the company’s stock, valued at approximately $472,000.

A number of other institutional investors have also added to or reduced their stakes in the stock. Moneta Group Investment Advisors LLC raised its stake in Dimensional U.S. Targeted Value ETF by 99,437.2% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 9,041,957 shares of the company’s stock valued at $397,394,000 after purchasing an additional 9,032,873 shares in the last quarter. CI Private Wealth LLC purchased a new position in Dimensional U.S. Targeted Value ETF in the fourth quarter worth about $118,450,000. Trust Co of the South bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter worth approximately $100,019,000. Modera Wealth Management LLC raised its position in Dimensional U.S. Targeted Value ETF by 190.9% during the third quarter. Modera Wealth Management LLC now owns 2,690,524 shares of the company’s stock valued at $122,930,000 after purchasing an additional 1,765,548 shares during the period. Finally, Forum Financial Management LP lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 7.2% in the 3rd quarter. Forum Financial Management LP now owns 8,948,684 shares of the company’s stock valued at $408,865,000 after purchasing an additional 599,382 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA DFAT opened at $51.01 on Tuesday. The business’s 50 day moving average price is $52.12 and its 200-day moving average price is $49.43. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $41.16 and a fifty-two week high of $54.64. The company has a market cap of $9.10 billion, a P/E ratio of 8.69 and a beta of 0.94.

About Dimensional U.S. Targeted Value ETF

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.