Rockefeller Capital Management L.P. Boosts Stake in Dimensional U.S. Targeted Value ETF $DFAT

Rockefeller Capital Management L.P. increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 89.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 33,952 shares of the company’s stock after acquiring an additional 16,007 shares during the period. Rockefeller Capital Management L.P.’s holdings in Dimensional U.S. Targeted Value ETF were worth $2,022,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. CoreFirst Bank & Trust purchased a new position in Dimensional U.S. Targeted Value ETF during the third quarter worth approximately $26,000. CIBC Private Wealth Group LLC increased its position in shares of Dimensional U.S. Targeted Value ETF by 59.0% in the third quarter. CIBC Private Wealth Group LLC now owns 655 shares of the company’s stock valued at $38,000 after buying an additional 243 shares in the last quarter. Timmons Wealth Management LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $50,000. Optima Capital LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF during the 4th quarter worth approximately $60,000. Finally, JPL Wealth Management LLC purchased a new position in shares of Dimensional U.S. Targeted Value ETF during the 3rd quarter valued at approximately $74,000.

Dimensional U.S. Targeted Value ETF Stock Performance

Dimensional U.S. Targeted Value ETF stock opened at $69.86 on Tuesday. The company’s fifty day moving average price is $67.38 and its 200 day moving average price is $64.58. Dimensional U.S. Targeted Value ETF has a 1 year low of $52.83 and a 1 year high of $70.25. The stock has a market capitalization of $14.24 billion, a P/E ratio of 12.39 and a beta of 0.97.

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.