Kilner Capital Advisors LLC Makes New Investment in Dimensional U.S. Targeted Value ETF $DFAT

Kilner Capital Advisors LLC bought a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, Holdings Channel reports. The fund bought 324,801 shares of the company’s stock, valued at approximately $19,339,000. Dimensional U.S. Targeted Value ETF accounts for 18.5% of Kilner Capital Advisors LLC’s holdings, making the stock its 2nd biggest position.

A number of other institutional investors also recently bought and sold shares of the company. JPMorgan Chase & Co. raised its stake in Dimensional U.S. Targeted Value ETF by 12.4% during the fourth quarter. JPMorgan Chase & Co. now owns 645,992 shares of the company’s stock worth $38,462,000 after purchasing an additional 71,369 shares during the period. Vermillion Wealth Management Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 6.7% during the fourth quarter. Vermillion Wealth Management Inc. now owns 15,929 shares of the company’s stock worth $948,000 after purchasing an additional 996 shares during the period. Modus Advisors LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $82,000. OneAscent Family Office LLC raised 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 purchasing an additional 170 shares during the period. Finally, Francis Financial Inc. purchased a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter worth about $679,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $67.12 on Monday. The firm’s 50-day moving average is $65.72 and its two-hundred day moving average is $63.40. Dimensional U.S. Targeted Value ETF has a 12 month low of $52.27 and a 12 month high of $68.05. The company has a market capitalization of $13.68 billion, a PE ratio of 12.39 and a beta of 0.97.

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.