Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Holdings Lifted by Conrad Siegel Investment Advisors Inc.

Conrad Siegel Investment Advisors Inc. lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) by 0.8% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 391,208 shares of the company’s stock after buying an additional 3,107 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 5.9% of Conrad Siegel Investment Advisors Inc.’s investment portfolio, making the stock its 6th largest position. Conrad Siegel Investment Advisors Inc. owned about 0.21% of Dimensional U.S. Targeted Value ETF worth $21,775,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Creative Planning grew its position in Dimensional U.S. Targeted Value ETF by 4.1% in the second quarter. Creative Planning now owns 14,250,654 shares of the company’s stock worth $739,182,000 after acquiring an additional 555,638 shares in the last quarter. Forum Financial Management LP lifted its stake in shares of Dimensional U.S. Targeted Value ETF by 1.8% in the 3rd quarter. Forum Financial Management LP now owns 8,783,379 shares of the company’s stock valued at $488,619,000 after purchasing an additional 154,338 shares during the last quarter. Pure Financial Advisors LLC boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 28.9% in the 3rd quarter. Pure Financial Advisors LLC now owns 3,558,354 shares of the company’s stock worth $197,951,000 after purchasing an additional 797,607 shares during the period. Asset Dedication LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 4.3% during the 3rd quarter. Asset Dedication LLC now owns 2,193,323 shares of the company’s stock valued at $122,015,000 after purchasing an additional 90,019 shares during the last quarter. Finally, RW Investment Management LLC raised its holdings in Dimensional U.S. Targeted Value ETF by 4.0% during the 2nd quarter. RW Investment Management LLC now owns 1,889,949 shares of the company’s stock valued at $98,032,000 after buying an additional 72,224 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 1.1 %

DFAT traded up $0.59 during trading on Monday, reaching $55.22. The company had a trading volume of 302,522 shares, compared to its average volume of 360,417. Dimensional U.S. Targeted Value ETF has a 52 week low of $49.18 and a 52 week high of $61.75. The stock has a market cap of $10.22 billion, a P/E ratio of 9.99 and a beta of 1.12. The business has a 50 day simple moving average of $57.90 and a 200-day simple moving average of $55.59.

About Dimensional U.S. Targeted Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

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