BWM Planning LLC Reduces Holdings in Dimensional U.S. Small Cap ETF $DFAS

BWM Planning LLC lowered its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 55.2% during the second quarter, Holdings Channel reports. The firm owned 64,000 shares of the company’s stock after selling 78,870 shares during the quarter. Dimensional U.S. Small Cap ETF makes up about 1.4% of BWM Planning LLC’s portfolio, making the stock its 20th largest holding. BWM Planning LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $4,077,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the company. Bank of New York Mellon Corp increased its position in Dimensional U.S. Small Cap ETF by 6.4% during the first quarter. Bank of New York Mellon Corp now owns 56,319 shares of the company’s stock worth $3,365,000 after buying an additional 3,395 shares during the period. IFP Advisors Inc boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 40.8% in the first quarter. IFP Advisors Inc now owns 3,074 shares of the company’s stock valued at $184,000 after acquiring an additional 891 shares during the period. PFG Advisors grew its position in shares of Dimensional U.S. Small Cap ETF by 9.3% during the first quarter. PFG Advisors now owns 53,601 shares of the company’s stock worth $3,203,000 after acquiring an additional 4,574 shares during the last quarter. Goepper Burkhardt LLC grew its position in shares of Dimensional U.S. Small Cap ETF by 24.7% during the first quarter. Goepper Burkhardt LLC now owns 10,428 shares of the company’s stock worth $623,000 after acquiring an additional 2,065 shares during the last quarter. Finally, Blume Capital Management Inc. increased its holdings in shares of Dimensional U.S. Small Cap ETF by 6.1% in the 1st quarter. Blume Capital Management Inc. now owns 48,699 shares of the company’s stock valued at $2,910,000 after acquiring an additional 2,785 shares during the period.

Dimensional U.S. Small Cap ETF Price Performance

DFAS stock opened at $65.92 on Thursday. The company has a market cap of $11.09 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06. The company has a fifty day moving average price of $68.20 and a 200 day moving average price of $65.68. Dimensional U.S. Small Cap ETF has a 12 month low of $51.45 and a 12 month high of $71.78.

About Dimensional U.S. Small Cap ETF

The Dimensional U.S. Small Cap ETF (DFAS) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in small-cap US companies, selected using multiple factors and weighted by market capitalization. DFAS was launched on Dec 15, 1998 and is managed by Dimensional.