Clune & Associates LTD. Grows Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Clune & Associates LTD. grew its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 20.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 88,712 shares of the company’s stock after acquiring an additional 15,343 shares during the period. Dimensional U.S. Targeted Value ETF comprises 1.1% of Clune & Associates LTD.’s investment portfolio, making the stock its 25th biggest holding. Clune & Associates LTD.’s holdings in Dimensional U.S. Targeted Value ETF were worth $5,282,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in DFAT. Brighton Jones LLC raised its stake in shares of Dimensional U.S. Targeted Value ETF by 22.3% in the 4th quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock valued at $1,158,000 after acquiring an additional 3,799 shares during the period. Goldman Sachs Group Inc. acquired a new position in Dimensional U.S. Targeted Value ETF in the 1st quarter valued at about $1,376,000. NewEdge Advisors LLC grew its position in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. NewEdge Advisors LLC now owns 99,098 shares of the company’s stock valued at $5,347,000 after acquiring an additional 1,393 shares in the last quarter. Sei Investments Co. acquired a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter valued at about $703,000. Finally, Main Street Financial Solutions LLC grew its position in Dimensional U.S. Targeted Value ETF by 1.4% in the 2nd quarter. Main Street Financial Solutions LLC now owns 41,952 shares of the company’s stock valued at $2,264,000 after acquiring an additional 576 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $66.95 on Friday. The company has a market cap of $13.64 billion, a P/E ratio of 12.39 and a beta of 0.99. The stock has a 50-day moving average of $64.52 and a two-hundred day moving average of $62.62. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.75 and a 1-year high of $67.94.

Dimensional U.S. Targeted Value ETF 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.