Trace Wealth Advisors LLC cut its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 42.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,822 shares of the company’s stock after selling 13,107 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for about 1.0% of Trace Wealth Advisors LLC’s investment portfolio, making the stock its 17th largest holding. Trace Wealth Advisors LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $1,380,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors also recently bought and sold shares of the stock. Hurlow Wealth Management Group Inc. increased its stake in Dimensional U.S. Small Cap ETF by 3.5% in the 3rd quarter. Hurlow Wealth Management Group Inc. now owns 521,737 shares of the company’s stock worth $40,393,000 after purchasing an additional 17,548 shares during the period. MBA Advisors LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 5.5% during the third quarter. MBA Advisors LLC now owns 125,254 shares of the company’s stock valued at $9,697,000 after purchasing an additional 6,526 shares during the period. True Freedom Investing LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 6.1% during the third quarter. True Freedom Investing LLC now owns 84,802 shares of the company’s stock valued at $6,565,000 after purchasing an additional 4,902 shares during the period. Pinkerton Wealth LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 3.3% during the third quarter. Pinkerton Wealth LLC now owns 89,759 shares of the company’s stock valued at $6,949,000 after purchasing an additional 2,870 shares during the period. Finally, Leonard Rickey Investment Advisors P.L.L.C. grew its holdings in shares of Dimensional U.S. Small Cap ETF by 47.2% in the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 8,012 shares of the company’s stock worth $620,000 after purchasing an additional 2,570 shares during the last quarter.
Dimensional U.S. Small Cap ETF Stock Performance
Shares of Dimensional U.S. Small Cap ETF stock opened at $80.89 on Thursday. Dimensional U.S. Small Cap ETF has a 52-week low of $65.03 and a 52-week high of $84.52. The company’s 50 day moving average price is $79.49 and its 200-day moving average price is $77.86. The stock has a market capitalization of $15.63 billion, a price-to-earnings ratio of 15.89 and a beta of 1.03.
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.
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