Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by Allen Capital Group LLC

Allen Capital Group LLC raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 418,599 shares of the company’s stock after purchasing an additional 9,826 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 2.3% of Allen Capital Group LLC’s investment portfolio, making the stock its 9th biggest position. Allen Capital Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $26,141,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Focus Partners Wealth boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.3% in the fourth quarter. Focus Partners Wealth now owns 13,284,203 shares of the company’s stock worth $790,941,000 after buying an additional 40,703 shares during the period. Forum Financial Management LP raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.4% during the 1st quarter. Forum Financial Management LP now owns 10,349,578 shares of the company’s stock valued at $646,331,000 after buying an additional 142,102 shares during the period. Pure Financial Advisors LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 7.5% during the 4th quarter. Pure Financial Advisors LLC now owns 5,330,417 shares of the company’s stock valued at $317,373,000 after buying an additional 371,114 shares during the period. Focus Partners Advisor Solutions LLC lifted its position in Dimensional U.S. Targeted Value ETF by 21.0% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock worth $315,254,000 after acquiring an additional 919,456 shares in the last quarter. Finally, EP Wealth Advisors LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $249,084,000.

Dimensional U.S. Targeted Value ETF Stock Down 0.2%

NYSEARCA DFAT opened at $70.73 on Friday. The stock has a market cap of $14.50 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $52.83 and a fifty-two week high of $71.74. The business has a 50 day moving average price of $69.14 and a two-hundred day moving average price of $66.13.

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.