City State Bank Grows Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

City State Bank increased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 5.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 92,724 shares of the company’s stock after acquiring an additional 5,065 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 1.8% of City State Bank’s holdings, making the stock its 14th biggest position. City State Bank owned about 0.05% of Dimensional U.S. Targeted Value ETF worth $5,161,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Fortress Wealth Management Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 0.5% in the 3rd quarter. Fortress Wealth Management Inc. now owns 36,113 shares of the company’s stock worth $2,009,000 after acquiring an additional 193 shares in the last quarter. Clear Creek Financial Management LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 2.0% in the 3rd quarter. Clear Creek Financial Management LLC now owns 10,079 shares of the company’s stock worth $561,000 after purchasing an additional 200 shares during the period. Brookstone Capital Management boosted its stake in Dimensional U.S. Targeted Value ETF by 5.2% in the 3rd quarter. Brookstone Capital Management now owns 4,078 shares of the company’s stock worth $227,000 after purchasing an additional 202 shares during the period. Foundations Investment Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 4.3% in the 3rd quarter. Foundations Investment Advisors LLC now owns 5,037 shares of the company’s stock worth $280,000 after purchasing an additional 209 shares during the period. Finally, tru Independence LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 5.1% in the 3rd quarter. tru Independence LLC now owns 4,494 shares of the company’s stock worth $250,000 after purchasing an additional 217 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Up 0.3 %

DFAT stock traded up $0.18 during midday trading on Monday, hitting $54.81. The company’s stock had a trading volume of 47,628 shares, compared to its average volume of 321,117. Dimensional U.S. Targeted Value ETF has a 12 month low of $49.18 and a 12 month high of $61.75. The firm has a market capitalization of $10.15 billion, a price-to-earnings ratio of 9.99 and a beta of 1.12. The company has a 50 day moving average of $57.90 and a two-hundred day moving average of $55.59.

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.