Rooted Wealth Advisors Inc. Buys 23,289 Shares of Dimensional U.S. Targeted Value ETF $DFAT

Rooted Wealth Advisors Inc. raised its stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 59.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 62,624 shares of the company’s stock after acquiring an additional 23,289 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 1.1% of Rooted Wealth Advisors Inc.’s holdings, making the stock its 24th biggest position. Rooted Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,171,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. CoreFirst Bank & Trust bought a new stake in shares of Dimensional U.S. Targeted Value ETF in the 3rd quarter worth approximately $26,000. CIBC Private Wealth Group LLC grew its holdings in 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 valued at $38,000 after purchasing an additional 243 shares during the period. Timmons Wealth Management LLC bought a new position in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $50,000. IAG Wealth Partners LLC increased its position in Dimensional U.S. Targeted Value ETF by 350.8% in the third quarter. IAG Wealth Partners LLC now owns 852 shares of the company’s stock worth $50,000 after buying an additional 663 shares during the last quarter. Finally, Optima Capital LLC purchased a new stake in Dimensional U.S. Targeted Value ETF in the fourth quarter worth $60,000.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $69.91 on Friday. The firm has a market cap of $14.25 billion, a PE ratio of 12.39 and a beta of 0.97. The stock’s fifty day moving average price is $67.29 and its two-hundred day moving average price is $64.47. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $70.25.

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.