Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Shares Bought by Rooted Wealth Advisors Inc.

Rooted Wealth Advisors Inc. lifted its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 12.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 56,288 shares of the company’s stock after buying an additional 6,414 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up approximately 1.2% of Rooted Wealth Advisors Inc.’s investment portfolio, making the stock its 21st largest position. Rooted Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,134,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. raised its position in Dimensional U.S. Targeted Value ETF by 13.2% during the third quarter. JPMorgan Chase & Co. now owns 259,750 shares of the company’s stock worth $14,450,000 after acquiring an additional 30,351 shares during the period. FMR LLC raised its position in shares of Dimensional U.S. Targeted Value ETF by 12.6% during the 3rd quarter. FMR LLC now owns 20,950 shares of the company’s stock worth $1,165,000 after purchasing an additional 2,349 shares during the last quarter. Summit Trail Advisors LLC lifted its stake in Dimensional U.S. Targeted Value ETF by 24.5% in the 3rd quarter. Summit Trail Advisors LLC now owns 17,382 shares of the company’s stock valued at $967,000 after buying an additional 3,424 shares in the last quarter. SC&H Financial Advisors Inc. boosted its holdings in Dimensional U.S. Targeted Value ETF by 3.8% in the 3rd quarter. SC&H Financial Advisors Inc. now owns 75,063 shares of the company’s stock worth $4,176,000 after buying an additional 2,735 shares during the last quarter. Finally, International Assets Investment Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $6,259,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of Dimensional U.S. Targeted Value ETF stock opened at $56.85 on Friday. The stock has a market capitalization of $10.52 billion, a P/E ratio of 9.99 and a beta of 1.12. The business has a 50 day simple moving average of $56.91 and a two-hundred day simple moving average of $56.18. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 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.