39,335 Shares in Dimensional U.S. Targeted Value ETF $DFAT Bought by Rooted Wealth Advisors Inc.

Rooted Wealth Advisors Inc. acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFATFree Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 39,335 shares of the company’s stock, valued at approximately $2,582,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in DFAT. CoreFirst Bank & Trust acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth $26,000. CIBC Private Wealth Group LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 59.0% during the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock worth $38,000 after acquiring an additional 243 shares during the period. IAG Wealth Partners LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 350.8% during the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after acquiring an additional 663 shares during the period. Optima Capital LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the fourth quarter worth $60,000. Finally, JPL Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the third quarter worth $74,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of NYSEARCA:DFAT opened at $66.95 on Monday. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.75 and a 12 month high of $67.94. The company’s fifty day simple moving average is $64.52 and its 200 day simple moving average is $62.66. The firm has a market cap of $13.64 billion, a price-to-earnings ratio of 12.39 and a beta of 0.99.

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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