Andrews Lucia Wealth Management LLC Boosts Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Andrews Lucia Wealth Management LLC increased its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 0.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 89,743 shares of the company’s stock after acquiring an additional 316 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for approximately 3.8% of Andrews Lucia Wealth Management LLC’s portfolio, making the stock its 7th largest position. Andrews Lucia Wealth Management LLC owned approximately 0.07% of Dimensional U.S. Small Cap ETF worth $5,392,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Centaurus Financial Inc. acquired a new stake in Dimensional U.S. Small Cap ETF in the fourth quarter worth $700,000. Lam Group Inc. grew its stake in shares of Dimensional U.S. Small Cap ETF by 1.9% in the 1st quarter. Lam Group Inc. now owns 110,382 shares of the company’s stock valued at $6,881,000 after buying an additional 2,011 shares during the period. Great Waters Wealth Management increased its position in Dimensional U.S. Small Cap ETF by 9.5% in the 1st quarter. Great Waters Wealth Management now owns 579,926 shares of the company’s stock valued at $36,153,000 after buying an additional 50,170 shares in the last quarter. Massmutual Trust Co. FSB ADV increased its position in Dimensional U.S. Small Cap ETF by 1.6% in the 1st quarter. Massmutual Trust Co. FSB ADV now owns 964,667 shares of the company’s stock valued at $60,137,000 after buying an additional 14,921 shares in the last quarter. Finally, New Hampshire Trust raised its stake in Dimensional U.S. Small Cap ETF by 2.6% during the 1st quarter. New Hampshire Trust now owns 270,533 shares of the company’s stock worth $16,865,000 after buying an additional 6,887 shares during the period.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of NYSEARCA:DFAS opened at $65.44 on Tuesday. The firm has a market cap of $8.51 billion, a P/E ratio of 12.98 and a beta of 1.13. Dimensional U.S. Small Cap ETF has a 52-week low of $48.66 and a 52-week high of $66.46. The business’s 50 day simple moving average is $63.03 and its two-hundred day simple moving average is $61.60.

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.