LRI Investments LLC Increases Position in Dimensional U.S. Small Cap ETF $DFAS

LRI Investments LLC lifted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 1.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 227,424 shares of the company’s stock after purchasing an additional 3,149 shares during the period. Dimensional U.S. Small Cap ETF comprises 1.1% of LRI Investments LLC’s portfolio, making the stock its 18th largest holding. LRI Investments LLC owned approximately 0.14% of Dimensional U.S. Small Cap ETF worth $14,489,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DFAS. Accredited Wealth Management LLC boosted its position in shares of Dimensional U.S. Small Cap ETF by 5.8% during the first quarter. Accredited Wealth Management LLC now owns 21,880 shares of the company’s stock worth $1,307,000 after acquiring an additional 1,192 shares during the last quarter. ADE LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the first quarter worth $229,000. Mustard Seed Financial LLC boosted its position in shares of Dimensional U.S. Small Cap ETF by 4.8% during the second quarter. Mustard Seed Financial LLC now owns 5,267 shares of the company’s stock worth $336,000 after acquiring an additional 243 shares during the last quarter. IFP Advisors Inc boosted its position in shares of Dimensional U.S. Small Cap ETF by 40.8% during the first quarter. IFP Advisors Inc now owns 3,074 shares of the company’s stock worth $184,000 after acquiring an additional 891 shares during the last quarter. Finally, Compound Planning Inc. boosted its position in shares of Dimensional U.S. Small Cap ETF by 298.7% during the first quarter. Compound Planning Inc. now owns 19,406 shares of the company’s stock worth $1,159,000 after acquiring an additional 14,539 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of NYSEARCA:DFAS opened at $66.04 on Friday. The firm has a fifty day moving average price of $67.69 and a 200 day moving average price of $63.46. Dimensional U.S. Small Cap ETF has a fifty-two week low of $51.45 and a fifty-two week high of $71.78. The firm has a market cap of $11.03 billion, a price-to-earnings ratio of 15.89 and a beta of 0.97.

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.