Dimensional U.S. Targeted Value ETF $DFAT Stake Raised by Helen Stephens Group LLC

Helen Stephens Group LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 34.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 491,885 shares of the company’s stock after acquiring an additional 125,397 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises about 6.6% of Helen Stephens Group LLC’s portfolio, making the stock its 6th largest position. Helen Stephens Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $26,542,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in DFAT. Brighton Jones LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after acquiring an additional 3,799 shares during the period. Jane Street Group LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 540.8% in the fourth quarter. Jane Street Group LLC now owns 31,884 shares of the company’s stock valued at $1,775,000 after acquiring an additional 26,908 shares during the period. Ameriprise Financial Inc. grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 66.4% in the fourth quarter. Ameriprise Financial Inc. now owns 8,315 shares of the company’s stock worth $463,000 after purchasing an additional 3,319 shares during the last quarter. Quantinno Capital Management LP grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 15.4% in the fourth quarter. Quantinno Capital Management LP now owns 16,751 shares of the company’s stock worth $932,000 after purchasing an additional 2,233 shares during the last quarter. Finally, Studio Investment Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 29.9% in the fourth quarter. Studio Investment Management LLC now owns 28,478 shares of the company’s stock worth $1,585,000 after purchasing an additional 6,561 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 1.4%

NYSEARCA DFAT opened at $58.86 on Friday. The company’s 50-day moving average price is $56.66 and its 200-day moving average price is $53.24. The stock has a market cap of $11.66 billion, a PE ratio of 12.39 and a beta of 0.94. Dimensional U.S. Targeted Value ETF has a 12 month low of $44.01 and a 12 month high of $61.75.

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.