Waterfront Wealth Inc. Has $4.49 Million Stock Holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Waterfront Wealth Inc. boosted its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 16.3% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 74,661 shares of the company’s stock after buying an additional 10,442 shares during the quarter. Dimensional U.S. Small Cap ETF makes up approximately 1.2% of Waterfront Wealth Inc.’s holdings, making the stock its 17th largest holding. Waterfront Wealth Inc.’s holdings in Dimensional U.S. Small Cap ETF were worth $4,486,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the company. International Assets Investment Management LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF in the 4th quarter valued at $2,072,000. Commonwealth Equity Services LLC lifted its stake in shares of Dimensional U.S. Small Cap ETF by 7.0% in the 4th quarter. Commonwealth Equity Services LLC now owns 649,051 shares of the company’s stock valued at $38,696,000 after purchasing an additional 42,739 shares during the period. Benjamin F. Edwards & Company Inc. lifted its stake in shares of Dimensional U.S. Small Cap ETF by 19.5% in the 4th quarter. Benjamin F. Edwards & Company Inc. now owns 2,487 shares of the company’s stock valued at $148,000 after purchasing an additional 405 shares during the period. U.S. Capital Wealth Advisors LLC lifted its stake in shares of Dimensional U.S. Small Cap ETF by 72.8% in the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 23,742 shares of the company’s stock valued at $1,415,000 after purchasing an additional 10,000 shares during the period. Finally, Signature Resources Capital Management LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF in the 4th quarter valued at $46,000.

Dimensional U.S. Small Cap ETF Price Performance

Shares of DFAS stock traded up $0.52 during trading hours on Friday, reaching $64.43. The company had a trading volume of 141,755 shares, compared to its average volume of 284,040. The company has a 50 day moving average of $62.01 and a 200 day moving average of $60.86. The firm has a market cap of $8.38 billion, a price-to-earnings ratio of 12.98 and a beta of 1.13. Dimensional U.S. Small Cap ETF has a 1-year low of $48.66 and a 1-year high of $66.46.

Dimensional U.S. Small Cap ETF 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.