Dimensional U.S. Small Cap ETF $DFAS Shares Purchased by Kelleher Financial Advisors

Kelleher Financial Advisors lifted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 26.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 99,592 shares of the company’s stock after purchasing an additional 20,948 shares during the quarter. Dimensional U.S. Small Cap ETF comprises about 1.6% of Kelleher Financial Advisors’ portfolio, making the stock its 13th largest holding. Kelleher Financial Advisors owned about 0.06% of Dimensional U.S. Small Cap ETF worth $6,939,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of DFAS. AQR Capital Management LLC lifted its stake in shares of Dimensional U.S. Small Cap ETF by 30.3% during the first quarter. AQR Capital Management LLC now owns 35,688 shares of the company’s stock worth $2,132,000 after buying an additional 8,299 shares during the period. Jane Street Group LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF in the 1st quarter valued at $4,677,000. JPMorgan Chase & Co. increased its position in shares of Dimensional U.S. Small Cap ETF by 8.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 229,817 shares of the company’s stock valued at $14,642,000 after acquiring an additional 17,254 shares during the period. Russell Investments Group Ltd. purchased a new position in Dimensional U.S. Small Cap ETF in the 2nd quarter worth $58,000. Finally, Lido Advisors LLC raised its stake in Dimensional U.S. Small Cap ETF by 16.7% in the 2nd quarter. Lido Advisors LLC now owns 10,483 shares of the company’s stock worth $668,000 after acquiring an additional 1,501 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS opened at $71.73 on Friday. The stock has a 50-day moving average of $73.31 and a two-hundred day moving average of $70.99. The stock has a market cap of $12.83 billion, a P/E ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a one year low of $51.45 and a one year high of $77.04.

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.