Discipline Wealth Solutions LLC Has $4.50 Million Position in Dimensional U.S. Small Cap ETF $DFAS

Discipline Wealth Solutions LLC increased its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 13.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 70,606 shares of the company’s stock after acquiring an additional 8,401 shares during the quarter. Dimensional U.S. Small Cap ETF comprises 1.7% of Discipline Wealth Solutions LLC’s portfolio, making the stock its 11th biggest holding. Discipline Wealth Solutions LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $4,498,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Hughes Financial Services LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 1st quarter worth approximately $30,000. 10Elms LLP acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 4th quarter worth approximately $36,000. Golden State Wealth Management LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 1st quarter worth approximately $44,000. Redmont Wealth Advisors LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 1st quarter worth approximately $46,000. Finally, Urban Financial Advisory Corp acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 4th quarter worth approximately $55,000.

Dimensional U.S. Small Cap ETF Trading Down 1.2%

DFAS stock opened at $68.55 on Friday. The firm has a market capitalization of $11.12 billion, a PE ratio of 15.89 and a beta of 0.97. Dimensional U.S. Small Cap ETF has a 1-year low of $51.45 and a 1-year high of $71.78. The business’s 50 day simple moving average is $66.42 and its 200 day simple moving average is $62.43.

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.