Kestra Advisory Services LLC Buys 30,340 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Kestra Advisory Services LLC lifted its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 29.3% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 133,762 shares of the company’s stock after purchasing an additional 30,340 shares during the quarter. Kestra Advisory Services LLC owned 0.07% of Dimensional U.S. Targeted Value ETF worth $8,353,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of DFAT. Steward Partners Investment Advisory LLC lifted its position in Dimensional U.S. Targeted Value ETF by 0.6% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 26,409 shares of the company’s stock worth $1,572,000 after purchasing an additional 167 shares during the period. OneAscent Family Office LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 0.4% in the 4th quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock valued at $2,550,000 after buying an additional 170 shares during the period. Cary Street Partners Financial LLC raised its position 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 valued at $831,000 after buying an additional 175 shares in the last quarter. Accurate Wealth Management LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% in the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock valued at $439,000 after buying an additional 202 shares in the last quarter. Finally, Cloud Capital Management LLC lifted 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 acquiring an additional 215 shares during the period.

Dimensional U.S. Targeted Value ETF Trading Up 0.1%

NYSEARCA DFAT opened at $69.69 on Tuesday. The firm has a market capitalization of $14.27 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. The firm’s 50 day simple moving average is $67.98 and its 200 day simple moving average is $65.20. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $70.43.

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.