Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Purchased by Helen Stephens Group LLC

Helen Stephens Group LLC grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 8,003.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 317,735 shares of the company’s stock after purchasing an additional 313,814 shares during the period. Dimensional U.S. Targeted Value ETF comprises 5.2% of Helen Stephens Group LLC’s portfolio, making the stock its 7th largest holding. Helen Stephens Group LLC owned about 0.17% of Dimensional U.S. Targeted Value ETF worth $17,685,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in DFAT. RF&L Wealth Management LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. RF&L Wealth Management LLC now owns 294,438 shares of the company’s stock valued at $16,388,000 after acquiring an additional 1,095 shares in the last quarter. Great Oak Capital Partners LLC increased its position in Dimensional U.S. Targeted Value ETF by 0.7% in the 4th quarter. Great Oak Capital Partners LLC now owns 1,213,060 shares of the company’s stock worth $66,985,000 after purchasing an additional 8,765 shares during the last quarter. Certified Advisory Corp raised its stake in shares of Dimensional U.S. Targeted Value ETF by 5.6% during the 4th quarter. Certified Advisory Corp now owns 44,584 shares of the company’s stock worth $2,482,000 after purchasing an additional 2,350 shares in the last quarter. Park Avenue Securities LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 10.8% during the 4th quarter. Park Avenue Securities LLC now owns 121,479 shares of the company’s stock valued at $6,762,000 after buying an additional 11,835 shares during the last quarter. Finally, Safeguard Financial LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter valued at about $423,000.

Dimensional U.S. Targeted Value ETF Stock Up 0.4 %

NYSEARCA DFAT opened at $57.37 on Friday. The stock has a market capitalization of $10.62 billion, a PE ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a 12-month low of $49.34 and a 12-month high of $61.75. The company has a 50 day moving average price of $57.78 and a two-hundred day moving average price of $55.71.

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.