Nalls Sherbakoff Group LLC Takes Position in Dimensional U.S. Targeted Value ETF $DFAT

Nalls Sherbakoff Group LLC bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 7,833 shares of the company’s stock, valued at approximately $466,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Steward Partners Investment Advisory LLC boosted its holdings 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 valued at $1,572,000 after purchasing an additional 167 shares in the last quarter. OneAscent Family Office LLC raised its holdings in shares of 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 worth $2,550,000 after buying an additional 170 shares in the last quarter. Cary Street Partners Financial LLC raised its holdings 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 worth $831,000 after buying an additional 175 shares in the last quarter. Accurate Wealth Management LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 3.0% during the 4th quarter. Accurate Wealth Management LLC now owns 7,019 shares of the company’s stock worth $439,000 after buying an additional 202 shares during the period. Finally, Cloud Capital Management LLC lifted its position 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 buying an additional 215 shares during the period.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $68.48 on Friday. The stock’s fifty day simple moving average is $66.88 and its 200 day simple moving average is $64.13. The firm has a market cap of $13.96 billion, a price-to-earnings ratio of 12.39 and a beta of 0.97. Dimensional U.S. Targeted Value ETF has a one year low of $52.27 and a one year high of $70.25.

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.