Fortitude Family Office LLC Grows Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Fortitude Family Office LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 55.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 33,763 shares of the company’s stock after purchasing an additional 12,005 shares during the period. Dimensional U.S. Targeted Value ETF makes up about 1.2% of Fortitude Family Office LLC’s portfolio, making the stock its 18th biggest holding. Fortitude Family Office LLC’s holdings in Dimensional U.S. Targeted Value ETF were worth $1,838,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Trust Co of the South acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter valued at about $100,019,000. Great Oak Capital Partners LLC acquired a new position in Dimensional U.S. Targeted Value ETF during the 4th quarter valued at approximately $48,866,000. Creative Planning raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 4.1% in the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock worth $713,715,000 after buying an additional 534,891 shares during the last quarter. Pure Financial Advisors LLC grew its holdings in shares of Dimensional U.S. Targeted Value ETF by 31.2% during the fourth quarter. Pure Financial Advisors LLC now owns 1,774,886 shares of the company’s stock valued at $92,880,000 after buying an additional 421,856 shares during the last quarter. Finally, Conrad Siegel Investment Advisors Inc. increased its position in shares of Dimensional U.S. Targeted Value ETF by 2,816.7% in the 1st quarter. Conrad Siegel Investment Advisors Inc. now owns 425,165 shares of the company’s stock valued at $23,142,000 after acquiring an additional 410,588 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Performance

DFAT stock traded up $0.08 during midday trading on Friday, reaching $51.47. The stock had a trading volume of 292,831 shares, compared to its average volume of 242,494. Dimensional U.S. Targeted Value ETF has a 52-week low of $42.53 and a 52-week high of $54.64. The stock has a market cap of $9.53 billion, a PE ratio of 9.99 and a beta of 1.12. The firm has a fifty day simple moving average of $52.44 and a two-hundred day simple moving average of $51.86.

About Dimensional U.S. Targeted Value ETF

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.