Rooted Wealth Advisors Inc. Increases Position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Rooted Wealth Advisors Inc. grew its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 12.9% during the fourth quarter, HoldingsChannel reports. The firm owned 56,288 shares of the company’s stock after acquiring an additional 6,414 shares during the period. Dimensional U.S. Targeted Value ETF comprises about 1.2% of Rooted Wealth Advisors Inc.’s investment portfolio, making the stock its 21st biggest holding. Rooted Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $3,134,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in the stock. B.O.S.S. Retirement Advisors LLC boosted its stake in Dimensional U.S. Targeted Value ETF by 16.1% during the third quarter. B.O.S.S. Retirement Advisors LLC now owns 21,298 shares of the company’s stock worth $1,185,000 after buying an additional 2,948 shares during the last quarter. Sensible Money LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 3.2% during the 3rd quarter. Sensible Money LLC now owns 748,877 shares of the company’s stock worth $41,660,000 after acquiring an additional 23,554 shares during the period. Summit Financial Strategies Inc. boosted its position in shares of Dimensional U.S. Targeted Value ETF by 11.1% during the 3rd quarter. Summit Financial Strategies Inc. now owns 287,772 shares of the company’s stock valued at $16,009,000 after acquiring an additional 28,807 shares during the last quarter. Good Life Advisors LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF in the third quarter valued at about $6,868,000. Finally, RFG Advisory LLC increased its position in Dimensional U.S. Targeted Value ETF by 1.8% during the third quarter. RFG Advisory LLC now owns 125,371 shares of the company’s stock worth $6,974,000 after purchasing an additional 2,276 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT stock opened at $56.85 on Friday. The firm’s 50-day moving average is $56.91 and its two-hundred day moving average is $56.18. Dimensional U.S. Targeted Value ETF has a 12 month low of $50.16 and a 12 month high of $61.75. The company has a market capitalization of $10.52 billion, a PE ratio of 9.99 and a beta of 1.12.

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.