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

Allen Capital Group LLC lowered its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 369,752 shares of the company’s stock after selling 2,654 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 2.5% of Allen Capital Group LLC’s holdings, making the stock its 8th biggest position. Allen Capital Group LLC owned approximately 0.20% of Dimensional U.S. Targeted Value ETF worth $20,580,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Fortress Wealth Management Inc. grew its position in Dimensional U.S. Targeted Value ETF by 0.5% during the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock worth $2,009,000 after purchasing an additional 193 shares during the period. Clear Creek Financial Management LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 2.0% during the third quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after acquiring an additional 200 shares during the period. Brookstone Capital Management raised its position in Dimensional U.S. Targeted Value ETF by 5.2% during the third quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock valued at $227,000 after acquiring an additional 202 shares in the last quarter. Foundations Investment Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 4.3% in the third quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock valued at $280,000 after acquiring an additional 209 shares during the period. Finally, tru Independence LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 5.1% in the third quarter. tru Independence LLC now owns 4,494 shares of the company’s stock valued at $250,000 after acquiring an additional 217 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA DFAT opened at $57.61 on Wednesday. The stock has a market capitalization of $10.66 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The firm’s 50 day simple moving average is $57.63 and its 200-day simple moving average is $56.05. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.60 and a 12 month high of $61.75.

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.