Dimensional U.S. Targeted Value ETF $DFAT Shares Bought by Kelly Financial Group LLC

Kelly Financial Group LLC grew its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.5% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 326,315 shares of the company’s stock after purchasing an additional 13,984 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises 2.8% of Kelly Financial Group LLC’s portfolio, making the stock its 9th biggest holding. Kelly Financial Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $19,429,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Caprock Group LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $1,748,000. Fortitude Family Office LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after buying an additional 8,603 shares in the last quarter. Merit Financial Group LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 61.9% in the 3rd quarter. Merit Financial Group LLC now owns 40,251 shares of the company’s stock valued at $2,343,000 after buying an additional 15,397 shares in the last quarter. Discipline Wealth Solutions LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at approximately $717,000. Finally, OLIO Financial Planning boosted its stake in shares of Dimensional U.S. Targeted Value ETF by 7.1% in the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after purchasing an additional 14,980 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Trading Down 0.6%

Shares of Dimensional U.S. Targeted Value ETF stock opened at $64.61 on Friday. The firm has a market capitalization of $13.12 billion, a PE ratio of 12.39 and a beta of 1.01. The firm’s 50 day moving average is $63.90 and its 200 day moving average is $60.94. Dimensional U.S. Targeted Value ETF has a 1 year low of $45.35 and a 1 year high of $67.46.

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.