Perigon Wealth Management LLC Takes Position 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) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 9,011 shares of the company’s stock, valued at approximately $472,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DFAT. Pioneer Wealth Management Group boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 59.9% during the 4th quarter. Pioneer Wealth Management Group now owns 57,606 shares of the company’s stock valued at $3,015,000 after buying an additional 21,580 shares during the last quarter. Confluence Wealth Services Inc. grew its holdings in Dimensional U.S. Targeted Value ETF by 131.7% during the 4th quarter. Confluence Wealth Services Inc. now owns 137,110 shares of the company’s stock worth $7,175,000 after acquiring an additional 77,924 shares in the last quarter. Brookstone Capital Management bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 4th quarter worth about $240,000. HB Wealth Management LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 7.2% in the 4th quarter. HB Wealth Management LLC now owns 13,051 shares of the company’s stock worth $683,000 after purchasing an additional 878 shares during the last quarter. Finally, BetterWealth LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the 4th quarter. BetterWealth LLC now owns 76,414 shares of the company’s stock valued at $3,999,000 after purchasing an additional 241 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $51.01 on Tuesday. The company has a market capitalization of $9.10 billion, a price-to-earnings ratio of 8.69 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a one year low of $41.16 and a one year high of $54.64. The stock has a 50-day simple moving average of $52.12 and a 200 day simple moving average of $49.43.

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.