Dimensional U.S. Small Cap ETF $DFAS is Great Waters Wealth Management’s 5th Largest Position

Great Waters Wealth Management boosted its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,096,574 shares of the company’s stock after acquiring an additional 46,988 shares during the period. Dimensional U.S. Small Cap ETF comprises 8.3% of Great Waters Wealth Management’s portfolio, making the stock its 5th largest holding. Great Waters Wealth Management owned approximately 0.61% of Dimensional U.S. Small Cap ETF worth $77,999,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of DFAS. Foundations Investment Advisors LLC raised its position in shares of Dimensional U.S. Small Cap ETF by 1.8% during the 4th quarter. Foundations Investment Advisors LLC now owns 7,746 shares of the company’s stock worth $540,000 after purchasing an additional 140 shares during the last quarter. Smithfield Trust Co grew its holdings in Dimensional U.S. Small Cap ETF by 2.6% during the 4th quarter. Smithfield Trust Co now owns 5,955 shares of the company’s stock valued at $414,000 after buying an additional 150 shares during the last quarter. Montis Financial LLC increased its position in Dimensional U.S. Small Cap ETF by 3.7% during the fourth quarter. Montis Financial LLC now owns 4,734 shares of the company’s stock worth $330,000 after buying an additional 170 shares in the last quarter. VSM Wealth Advisory LLC increased its position in Dimensional U.S. Small Cap ETF by 0.8% during the third quarter. VSM Wealth Advisory LLC now owns 20,621 shares of the company’s stock worth $1,412,000 after buying an additional 172 shares in the last quarter. Finally, Leonard Rickey Investment Advisors P.L.L.C. raised its holdings in shares of Dimensional U.S. Small Cap ETF by 3.4% in the fourth quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 5,375 shares of the company’s stock worth $374,000 after acquiring an additional 175 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Down 0.9%

Shares of NYSEARCA:DFAS opened at $79.72 on Wednesday. Dimensional U.S. Small Cap ETF has a 52-week low of $62.61 and a 52-week high of $81.61. The stock’s fifty day simple moving average is $77.77 and its 200-day simple moving average is $74.54. The company has a market capitalization of $14.48 billion, a P/E ratio of 15.89 and a beta of 1.02.

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.