Summit Wealth Group LLC Acquires 5,716 Shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Summit Wealth Group LLC boosted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 146,735 shares of the company’s stock after purchasing an additional 5,716 shares during the quarter. Dimensional U.S. Small Cap ETF makes up approximately 2.8% of Summit Wealth Group LLC’s holdings, making the stock its 11th biggest position. Summit Wealth Group LLC owned 0.11% of Dimensional U.S. Small Cap ETF worth $9,549,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DFAS. Raymond James & Associates boosted its stake in Dimensional U.S. Small Cap ETF by 17.8% in the 3rd quarter. Raymond James & Associates now owns 98,123 shares of the company’s stock worth $6,364,000 after purchasing an additional 14,820 shares during the period. Pettinga Financial Advisors LLC raised its holdings in shares of Dimensional U.S. Small Cap ETF by 1.4% during the 3rd quarter. Pettinga Financial Advisors LLC now owns 30,091 shares of the company’s stock worth $1,952,000 after acquiring an additional 425 shares in the last quarter. J.W. Cole Advisors Inc. raised its holdings in shares of Dimensional U.S. Small Cap ETF by 7.7% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 21,454 shares of the company’s stock worth $1,392,000 after acquiring an additional 1,529 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its holdings in shares of Dimensional U.S. Small Cap ETF by 9.2% during the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 12,915 shares of the company’s stock worth $838,000 after acquiring an additional 1,086 shares in the last quarter. Finally, SC&H Financial Advisors Inc. raised its holdings in shares of Dimensional U.S. Small Cap ETF by 4.7% during the 3rd quarter. SC&H Financial Advisors Inc. now owns 51,713 shares of the company’s stock worth $3,354,000 after acquiring an additional 2,334 shares in the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

Shares of DFAS opened at $64.17 on Wednesday. The stock has a market capitalization of $8.35 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 $57.33 and a 1 year high of $71.78. The business’s 50 day simple moving average is $66.20 and its 200-day simple moving average is $65.79.

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.