Kelly Financial Group LLC Has $18.18 Million Position in Dimensional U.S. Targeted Value ETF $DFAT

Kelly Financial Group LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 312,331 shares of the company’s stock after purchasing an additional 11,549 shares during the period. Dimensional U.S. Targeted Value ETF comprises 2.7% of Kelly Financial Group LLC’s holdings, making the stock its 9th biggest position. Kelly Financial Group LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $18,181,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC lifted its holdings in Dimensional U.S. Targeted Value ETF by 22.3% during the fourth quarter. Brighton Jones LLC now owns 20,802 shares of the company’s stock worth $1,158,000 after buying an additional 3,799 shares during the period. Comerica Bank raised its position in shares of Dimensional U.S. Targeted Value ETF by 43.9% in the 1st quarter. Comerica Bank now owns 8,539 shares of the company’s stock worth $440,000 after acquiring an additional 2,607 shares in the last quarter. Royal Bank of Canada lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 143.7% during the 1st quarter. Royal Bank of Canada now owns 250,427 shares of the company’s stock worth $12,895,000 after purchasing an additional 147,665 shares during the last quarter. AQR Capital Management LLC boosted its position in Dimensional U.S. Targeted Value ETF by 68.3% during the first quarter. AQR Capital Management LLC now owns 124,957 shares of the company’s stock valued at $6,434,000 after purchasing an additional 50,723 shares in the last quarter. Finally, Integrated Wealth Concepts LLC boosted its position in Dimensional U.S. Targeted Value ETF by 3.4% during the first quarter. Integrated Wealth Concepts LLC now owns 30,314 shares of the company’s stock valued at $1,561,000 after purchasing an additional 988 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $61.69 on Wednesday. The company has a market capitalization of $12.43 billion, a PE ratio of 12.39 and a beta of 1.04. The company has a 50-day simple moving average of $58.82 and a two-hundred day simple moving average of $57.59. Dimensional U.S. Targeted Value ETF has a one year low of $44.01 and a one year high of $61.77.

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.