Rooted Wealth Advisors Inc. Grows Stake in Dimensional U.S. Targeted Value ETF $DFAT

Rooted Wealth Advisors Inc. lifted its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 59.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 62,624 shares of the company’s stock after purchasing an additional 23,289 shares during the quarter. Dimensional U.S. Targeted Value ETF comprises approximately 1.1% of Rooted Wealth Advisors Inc.’s portfolio, making the stock its 24th largest holding. Rooted Wealth Advisors Inc.’s holdings in Dimensional U.S. Targeted Value ETF were worth $4,171,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFAT. EP Wealth Advisors LLC bought a new stake in Dimensional U.S. Targeted Value ETF during the fourth quarter valued at $249,084,000. Corient Private Wealth LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 208.5% in the 4th quarter. Corient Private Wealth LLC now owns 2,724,033 shares of the company’s stock valued at $162,189,000 after acquiring an additional 1,841,154 shares in the last quarter. Smartleaf Asset Management LLC raised its holdings in shares of Dimensional U.S. Targeted Value ETF by 8,960.0% in the 4th quarter. Smartleaf Asset Management LLC now owns 1,419,609 shares of the company’s stock valued at $85,390,000 after acquiring an additional 1,403,940 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 21.0% during the 4th quarter. Focus Partners Advisor Solutions LLC now owns 5,294,823 shares of the company’s stock valued at $315,254,000 after acquiring an additional 919,456 shares during the last quarter. Finally, Earned Wealth Advisors LLC boosted its position in shares of Dimensional U.S. Targeted Value ETF by 95.1% during the 4th quarter. Earned Wealth Advisors LLC now owns 1,457,860 shares of the company’s stock valued at $86,801,000 after acquiring an additional 710,659 shares during the last quarter.

Dimensional U.S. Targeted Value ETF Price Performance

Shares of DFAT opened at $69.91 on Friday. The firm’s 50 day simple moving average is $67.29 and its 200 day simple moving average is $64.47. The company has a market capitalization of $14.25 billion, a P/E ratio of 12.39 and a beta of 0.97. 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.