Dimensional U.S. Targeted Value ETF $DFAT is Allen Capital Group LLC’s 9th Largest Position

Allen Capital Group LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.4% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 418,599 shares of the company’s stock after purchasing an additional 9,826 shares during the period. Dimensional U.S. Targeted Value ETF accounts for 2.3% of Allen Capital Group LLC’s portfolio, making the stock its 9th largest position. Allen Capital Group LLC owned about 0.21% of Dimensional U.S. Targeted Value ETF worth $26,141,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Steward Partners Investment Advisory LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 0.6% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock worth $1,572,000 after buying an additional 167 shares during the period. OneAscent Family Office LLC increased its stake in Dimensional U.S. Targeted Value ETF by 0.4% during the fourth quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock worth $2,550,000 after acquiring an additional 170 shares during the last quarter. Cary Street Partners Financial LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.3% in the 4th quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock worth $831,000 after purchasing an additional 175 shares during the period. Cloud Capital Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.0% during the 4th quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock worth $330,000 after purchasing an additional 215 shares during the period. Finally, Mutual Advisors LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.6% during the 4th quarter. Mutual Advisors LLC now owns 37,208 shares of the company’s stock worth $2,215,000 after purchasing an additional 224 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT opened at $70.73 on Friday. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $71.74. The firm has a 50 day moving average price of $69.14 and a 200 day moving average price of $66.13. The company has a market cap of $14.50 billion, a PE ratio of 12.39 and a beta of 0.97.

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.