Rooted Wealth Advisors Inc. Purchases Shares of 39,335 Dimensional U.S. Targeted Value ETF $DFAT

Rooted Wealth Advisors Inc. purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) during the 4th quarter, Holdings Channel reports. The firm purchased 39,335 shares of the company’s stock, valued at approximately $2,582,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Caprock Group LLC acquired a new stake in Dimensional U.S. Targeted Value ETF in the 3rd quarter valued at $1,748,000. Fortitude Family Office LLC increased its stake in Dimensional U.S. Targeted Value ETF by 14.3% in the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock valued at $4,100,000 after buying an additional 8,603 shares during the last quarter. OLIO Financial Planning increased its stake in Dimensional U.S. Targeted Value ETF by 7.1% in the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock valued at $13,479,000 after buying an additional 14,980 shares during the last quarter. Disciplined Equity Management Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 2.8% in the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock valued at $24,885,000 after buying an additional 11,352 shares during the last quarter. Finally, Bedel Financial Consulting Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 20.3% in the 3rd quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock valued at $3,517,000 after buying an additional 10,180 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Stock Performance

Shares of DFAT stock opened at $66.95 on Monday. Dimensional U.S. Targeted Value ETF has a 1 year low of $50.75 and a 1 year high of $67.94. The firm’s fifty day moving average price is $64.52 and its two-hundred day moving average price is $62.66. The firm has a market capitalization of $13.64 billion, a P/E ratio of 12.39 and a beta of 0.99.

Dimensional U.S. Targeted Value ETF 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.