Dimensional US Targeted Value ETF (DFAT)
Dimensional U.S. Targeted Value ETF $DFAT Shares Purchased by Bank of America Corp DE
Bank of America Corp DE boosted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 17.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,531,232 shares of the company's stock after acquiring an additional 225,621 shares during
Apella Capital LLC Sells 55,126 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Apella Capital LLC cut its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.6% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,077,701 shares of the company's stock after selling 55,126 shares during the quarter. Dimensional
DFAT: Improved Growth Outlook Powering Small-Cap Value Returns In 2026
Dimensional U.S. Targeted Value ETF (DFAT) is upgraded to a 'buy' due to improved growth prospects, compelling P/E valuations, and adequate quality controls. DFAT now offers 12.91% expected EPS growth and trades at a cheap 11.86x forward P/E, supporting double-digit return potential over the next year and 5-10% more in 2026. DFAT outperformed IWN over the past decade, offers a lower portfolio beta, and emphasizes profitability, with 89% of holdings reporting positive net income last year.
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Confluence Wealth Services Inc. Buys 16,017 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Confluence Wealth Services Inc. raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 3.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 426,378 shares of the company's stock after buying an additional 16,017 shares during the period. Dimensional U.S.
Clark Asset Management LLC Has $1.79 Million Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT
Clark Asset Management LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 45.6% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 30,054 shares of the company's stock after purchasing an additional 9,406 shares during the
Farther Finance Advisors LLC Acquires 80,754 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Farther Finance Advisors LLC lifted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 55.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 226,694 shares of the company's stock after acquiring an additional 80,754 shares during
Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Brookstone Capital Management
Brookstone Capital Management trimmed its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 77.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,670 shares of the company's stock after selling 12,849 shares during the period. Brookstone Capital
OLIO Financial Planning Has $13.48 Million Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT
OLIO Financial Planning grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 7.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 226,387 shares of the company's stock after purchasing an additional 14,980 shares during the period. Dimensional U.S. Targeted
HBE Wealth Management LLC Invests $2.02 Million in Dimensional U.S. Targeted Value ETF $DFAT
HBE Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 33,942 shares of the company's stock, valued at approximately $2,021,000. Dimensional U.S. Targeted Value
Fortitude Family Office LLC Acquires 8,603 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Fortitude Family Office LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 14.3% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 68,868 shares of the company's stock after purchasing an additional 8,603 shares during the quarter.
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Black Swift Group LLC Takes $1.16 Million Position in Dimensional U.S. Targeted Value ETF $DFAT
Black Swift Group LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 20,000 shares of the company's stock, valued at approximately $1,164,000. A number of other institutional
The Small-Cap Value ETF Built on 50 Years of Academic Research Is Beating The S&P 500 Now
Most small-cap value ETFs track an index and call it a day. DFAT takes a different approach: a rules-based, academically driven methodology to pursue the value and profitability premiums that Eugene Fama and Kenneth French identified decades ago.
Dimensional U.S. Targeted Value ETF $DFAT Shares Sold by Choreo LLC
Choreo LLC reduced its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 4.0% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 359,739 shares of the company's stock after selling 15,077 shares during the
Babb Wealth Advisors LLC Boosts Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT
Babb Wealth Advisors LLC lifted its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.7% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 378,882 shares of the company's stock after buying an additional
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Sells 16,224 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lowered its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.8% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 906,255 shares of the company's stock after
DFAT: Active Small Value ETF Beating Passive Competitors
Dimensional US Targeted Value ETF targets small-cap value and profitability, holding 1,313 stocks with a 1.40% yield and 0.28% expense ratio. DFAT is highly diversified, with low company-specific risk, but is notably concentrated in financials (29.1% of assets). DFAT has outperformed its benchmark and most peers since June 2021, though it lagged IWN over the last 12 months.
Bedel Financial Consulting Inc. Grows Stock Position in Dimensional U.S. Targeted Value ETF $DFAT
Bedel Financial Consulting Inc. lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 20.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 60,415 shares of the company's stock after buying an additional 10,180 shares during the quarter. Bedel Financial
Caprock Group LLC Invests $1.75 Million in Dimensional U.S. Targeted Value ETF $DFAT
Caprock Group LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 29,690 shares of the company's stock, valued at approximately $1,748,000. Other hedge funds and other institutional investors also