Robertson Stephens Wealth Management LLC Boosts Stake in Dimensional U.S. Small Cap ETF $DFAS

Robertson Stephens Wealth Management LLC grew its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,093 shares of the company’s stock after buying an additional 353 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $516,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Accredited Wealth Management LLC raised its position in Dimensional U.S. Small Cap ETF by 5.8% in the 1st quarter. Accredited Wealth Management LLC now owns 21,880 shares of the company’s stock worth $1,307,000 after purchasing an additional 1,192 shares during the period. ADE LLC purchased a new position in Dimensional U.S. Small Cap ETF in the 1st quarter worth $229,000. Mustard Seed Financial LLC raised its position in Dimensional U.S. Small Cap ETF by 4.8% in the 2nd quarter. Mustard Seed Financial LLC now owns 5,267 shares of the company’s stock worth $336,000 after purchasing an additional 243 shares during the period. IFP Advisors Inc raised its position in Dimensional U.S. Small Cap ETF by 40.8% in the 1st quarter. IFP Advisors Inc now owns 3,074 shares of the company’s stock worth $184,000 after purchasing an additional 891 shares during the period. Finally, Compound Planning Inc. raised its position in Dimensional U.S. Small Cap ETF by 298.7% in the 1st quarter. Compound Planning Inc. now owns 19,406 shares of the company’s stock worth $1,159,000 after purchasing an additional 14,539 shares during the period.

Dimensional U.S. Small Cap ETF Stock Down 3.1%

Shares of NYSEARCA:DFAS opened at $66.04 on Friday. The stock has a market cap of $11.03 billion, a PE ratio of 15.89 and a beta of 0.97. The company’s fifty day moving average is $67.69 and its 200 day moving average is $63.46. Dimensional U.S. Small Cap ETF has a 52 week low of $51.45 and a 52 week high of $71.78.

Dimensional U.S. Small Cap ETF Company Profile

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.