Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Holdings Cut by Allen Capital Group LLC

Allen Capital Group LLC lowered its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 369,752 shares of the company’s stock after selling 2,654 shares during the period. Dimensional U.S. Targeted Value ETF comprises 2.5% of Allen Capital Group LLC’s investment portfolio, making the stock its 8th biggest position. Allen Capital Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $20,580,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Pure Financial Advisors LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after buying an additional 797,607 shares during the last quarter. Triune Financial Partners LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at about $18,067,000. Helen Stephens Group LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 8,003.4% in the 4th quarter. Helen Stephens Group LLC now owns 317,735 shares of the company’s stock valued at $17,685,000 after acquiring an additional 313,814 shares during the last quarter. EP Wealth Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 18.5% in the 3rd quarter. EP Wealth Advisors LLC now owns 1,848,655 shares of the company’s stock worth $102,841,000 after purchasing an additional 288,340 shares in the last quarter. Finally, Strategic Investment Solutions Inc. IL acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter worth approximately $14,646,000.

Dimensional U.S. Targeted Value ETF Price Performance

DFAT stock opened at $57.61 on Wednesday. Dimensional U.S. Targeted Value ETF has a 1 year low of $49.60 and a 1 year high of $61.75. The firm has a market capitalization of $10.66 billion, a PE ratio of 9.99 and a beta of 1.12. The business has a 50 day simple moving average of $57.63 and a 200-day simple moving average of $56.05.

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.