Kilner Capital Advisors LLC Invests $19.34 Million in Dimensional U.S. Targeted Value ETF $DFAT

Kilner Capital Advisors LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 324,801 shares of the company’s stock, valued at approximately $19,339,000. Dimensional U.S. Targeted Value ETF makes up about 18.5% of Kilner Capital Advisors LLC’s holdings, making the stock its 2nd biggest holding. Kilner Capital Advisors LLC owned about 0.16% of Dimensional U.S. Targeted Value ETF as of its most recent SEC filing.

A number of other large investors have also modified their holdings of DFAT. CoreFirst Bank & Trust purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth $26,000. CIBC Private Wealth Group LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after buying an additional 243 shares in the last quarter. IAG Wealth Partners LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after buying an additional 663 shares in the last quarter. Optima Capital LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth $60,000. Finally, JPL Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth $74,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $67.12 on Monday. Dimensional U.S. Targeted Value ETF has a 52-week low of $52.27 and a 52-week high of $68.05. The firm has a market capitalization of $13.68 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The company has a fifty day simple moving average of $65.72 and a 200-day simple moving average of $63.40.

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.