Modera Wealth Management LLC Buys 760,085 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Modera Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 760,085 shares of the company’s stock, valued at approximately $50,500,000. Modera Wealth Management LLC owned approximately 0.37% of Dimensional U.S. Targeted Value ETF at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Willow Creek Wealth Management Inc. lifted its holdings in Dimensional U.S. Targeted Value ETF by 0.7% in the 3rd quarter. Willow Creek Wealth Management Inc. now owns 2,257,538 shares of the company’s stock worth $149,991,000 after buying an additional 15,700 shares in the last quarter. Bank of America Corp DE boosted its position in Dimensional U.S. Targeted Value ETF by 17.3% in the 1st quarter. Bank of America Corp DE now owns 1,531,232 shares of the company’s stock valued at $95,625,000 after buying an additional 225,621 shares during the last quarter. Earned Wealth Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 2.6% during the first quarter. Earned Wealth Advisors LLC now owns 1,495,511 shares of the company’s stock valued at $93,395,000 after acquiring an additional 37,651 shares in the last quarter. Sequoia Financial Advisors LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 1.3% during the second quarter. Sequoia Financial Advisors LLC now owns 1,391,428 shares of the company’s stock valued at $97,261,000 after acquiring an additional 18,136 shares in the last quarter. Finally, Sensible Money LLC grew its stake in shares of Dimensional U.S. Targeted Value ETF by 5.0% during the third quarter. Sensible Money LLC now owns 1,145,671 shares of the company’s stock valued at $76,118,000 after acquiring an additional 54,272 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of NYSEARCA DFAT opened at $70.02 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $55.12 and a 1 year high of $72.81. The firm has a market cap of $14.74 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99. The stock’s 50-day simple moving average is $69.17 and its 200-day simple moving average is $67.32.

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.