Fiduciary Financial Group LLC Boosts Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT

Fiduciary Financial Group LLC boosted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 225,571 shares of the company’s stock after acquiring an additional 14,884 shares during the quarter. Dimensional U.S. Targeted Value ETF accounts for 1.8% of Fiduciary Financial Group LLC’s portfolio, making the stock its 10th largest position. Fiduciary Financial Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $15,767,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Steward Partners Investment Advisory LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 0.6% during the 4th 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 in the last quarter. OneAscent Family Office LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 0.4% in the fourth quarter. OneAscent Family Office LLC now owns 42,836 shares of the company’s stock valued at $2,550,000 after purchasing an additional 170 shares in the last quarter. Cary Street Partners Financial LLC lifted its holdings in shares of Dimensional U.S. Targeted Value ETF by 1.3% in the fourth quarter. Cary Street Partners Financial LLC now owns 13,965 shares of the company’s stock valued at $831,000 after purchasing an additional 175 shares in the last quarter. 3 Factor Indexing LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 0.5% during the second quarter. 3 Factor Indexing LLC now owns 38,183 shares of the company’s stock worth $2,669,000 after buying an additional 190 shares during the period. Finally, Cloud Capital Management LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 4.0% during the fourth quarter. Cloud Capital Management LLC now owns 5,555 shares of the company’s stock worth $330,000 after buying an additional 215 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

NYSEARCA:DFAT opened at $72.00 on Wednesday. The company has a market cap of $14.73 billion, a PE ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a 52-week low of $54.84 and a 52-week high of $72.80. The stock has a 50-day simple moving average of $69.78 and a 200 day simple moving average of $66.59.

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.