Benningfield Financial Advisors LLC Takes Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Benningfield Financial Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 7,900 shares of the company’s stock, valued at approximately $440,000. Dimensional U.S. Targeted Value ETF makes up 0.4% of Benningfield Financial Advisors LLC’s portfolio, making the stock its 11th biggest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in DFAT. Pure Financial Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the third quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock valued at $197,951,000 after acquiring an additional 797,607 shares in the last quarter. Elser Financial Planning Inc purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $39,304,000. Financial Harvest LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the fourth quarter valued at approximately $22,206,000. Triune Financial Partners LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at approximately $18,067,000. Finally, Helen Stephens Group LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF by 8,003.4% in the fourth quarter. Helen Stephens Group LLC now owns 317,735 shares of the company’s stock valued at $17,685,000 after acquiring an additional 313,814 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

NYSEARCA DFAT opened at $55.24 on Friday. The company has a market cap of $10.22 billion, a PE ratio of 9.99 and a beta of 1.12. The stock’s 50 day simple moving average is $56.60 and its 200-day simple moving average is $56.27. Dimensional U.S. Targeted Value ETF has a 1-year low of $50.16 and a 1-year high of $61.75.

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.