Rothschild Investment LLC Purchases Shares of 3,123 Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Rothschild Investment LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 3,123 shares of the company’s stock, valued at approximately $162,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Corient Private Wealth LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 0.4% during the 4th quarter. Corient Private Wealth LLC now owns 2,748,722 shares of the company’s stock worth $143,841,000 after acquiring an additional 10,299 shares during the period. Fortress Wealth Management Inc. increased its holdings in Dimensional U.S. Targeted Value ETF by 33.4% in the fourth quarter. Fortress Wealth Management Inc. now owns 26,701 shares of the company’s stock worth $1,397,000 after purchasing an additional 6,687 shares in the last quarter. Creative Planning lifted its stake in Dimensional U.S. Targeted Value ETF by 4.1% in the fourth quarter. Creative Planning now owns 13,638,740 shares of the company’s stock valued at $713,715,000 after buying an additional 534,891 shares during the period. UBS Group AG boosted its holdings in shares of Dimensional U.S. Targeted Value ETF by 32.0% during the 4th quarter. UBS Group AG now owns 346,097 shares of the company’s stock worth $18,111,000 after buying an additional 83,976 shares in the last quarter. Finally, Henrickson Nauta Wealth Advisors Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF by 5.9% during the 1st quarter. Henrickson Nauta Wealth Advisors Inc. now owns 223,471 shares of the company’s stock worth $11,659,000 after buying an additional 12,441 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 2.6 %

NYSEARCA:DFAT opened at $54.34 on Wednesday. The firm has a market capitalization of $10.06 billion, a P/E ratio of 9.99 and a beta of 1.12. Dimensional U.S. Targeted Value ETF has a twelve month low of $42.53 and a twelve month high of $58.09. The company has a fifty day moving average of $53.84 and a 200-day moving average of $52.91.

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.