Conrad Siegel Investment Advisors Inc. Has $21.78 Million Stock Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Conrad Siegel Investment Advisors Inc. lifted its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 0.8% during the fourth quarter, HoldingsChannel reports. The firm owned 391,208 shares of the company’s stock after purchasing an additional 3,107 shares during the period. Dimensional U.S. Targeted Value ETF accounts for about 5.9% of Conrad Siegel Investment Advisors Inc.’s holdings, making the stock its 6th largest position. Conrad Siegel Investment Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $21,775,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Forza Wealth Management LLC increased its holdings in Dimensional U.S. Targeted Value ETF by 19.3% during the 4th quarter. Forza Wealth Management LLC now owns 11,435 shares of the company’s stock worth $636,000 after purchasing an additional 1,850 shares during the period. Wedmont Private Capital grew its position in shares of Dimensional U.S. Targeted Value ETF by 25.5% during the 4th quarter. Wedmont Private Capital now owns 11,624 shares of the company’s stock worth $635,000 after buying an additional 2,364 shares in the last quarter. City State Bank increased its stake in shares of Dimensional U.S. Targeted Value ETF by 5.8% during the fourth quarter. City State Bank now owns 92,724 shares of the company’s stock valued at $5,161,000 after buying an additional 5,065 shares during the period. Avondale Wealth Management raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 8.0% in the fourth quarter. Avondale Wealth Management now owns 143,178 shares of the company’s stock valued at $7,969,000 after acquiring an additional 10,612 shares in the last quarter. Finally, Fortitude Family Office LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 27.1% in the fourth quarter. Fortitude Family Office LLC now owns 65,497 shares of the company’s stock worth $3,646,000 after acquiring an additional 13,957 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock traded up $0.59 during midday trading on Monday, hitting $55.22. 302,522 shares of the company’s stock were exchanged, compared to its average volume of 360,417. The company has a market cap of $10.22 billion, a PE ratio of 9.99 and a beta of 1.12. The firm 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 has a 12 month low of $49.18 and a 12 month high of $61.75.

Dimensional U.S. Targeted Value ETF Company 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.