Kilner expands ETF portfolio
Kilner Capital Advisors Makes Substantial ETF Investments Across Broad Market and Value Funds
Anonymous
Kilner Capital Advisors LLC disclosed new ETF purchases including a starter position in the Schwab US Broad Market ETF (SCHB), buying 19,958 shares worth about $523,000, where SCHB is now roughly 0.5% of its portfolio and its 14th-largest holding. Other investors also adjusted SCHB positions, with some large firms adding significant shares while others increased holdings more modestly. The firm also initiated a new stake in the Dimensional International Value ETF (DFIV), acquiring 60,972 shares valued at about $3.04 million, making it about 2.9% of its holdings and the 11th-largest position. DFIV saw additional buying from other institutions, including several investors that expanded their stakes substantially during recent quarters. In its largest move among the three, Kilner bought 324,801 shares of the Dimensional U.S. Targeted Value ETF (DFAT) for about $19.34 million, positioning DFAT as roughly 18.5% of its portfolio and its second-biggest holding.
Key Points
1
Beyond Kilner, Brighton Jones LLC made a major add to SCHB in Q4—boosting its stake by 1,209.6% to 228,625 shares (about $5.19 million) after purchasing an additional 211,168 shares.
2
For DFIV, Embree Financial Group increased its position in Q4 by 24.1%, ending with 379,530 shares worth about $18.94 million after adding 73,689 shares—an example of other institutions also scaling up around Kilner’s entry.
3
Kilner reported owning about 0.16% of the outstanding shares of DFAT in its most recent SEC filing, alongside DFAT being its second-largest holding at roughly 18.5% of the portfolio.
4
DFIV was quoted at $54.66 at the open (per the same reporting), with the ETF described as having a market capitalization of about $19.14 billion and a P/E ratio of 12.09 (beta information also cited in the article).
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