Helen Stephens Group LLC Trims Holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Helen Stephens Group LLC lowered its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 52.1% in the 4th quarter, Holdings Channel reports. The firm owned 26,222 shares of the company’s stock after selling 28,502 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for approximately 0.5% of Helen Stephens Group LLC’s portfolio, making the stock its 29th largest position. Helen Stephens Group LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $1,707,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Creative Planning boosted its position in shares of Dimensional U.S. Small Cap ETF by 5.7% during the 2nd quarter. Creative Planning now owns 11,340,947 shares of the company’s stock valued at $681,364,000 after acquiring an additional 614,982 shares during the last quarter. Pure Financial Advisors LLC lifted its position in Dimensional U.S. Small Cap ETF by 30.3% during the third quarter. Pure Financial Advisors LLC now owns 2,368,193 shares of the company’s stock valued at $153,601,000 after purchasing an additional 550,116 shares during the last quarter. OneDigital Investment Advisors LLC grew its stake in Dimensional U.S. Small Cap ETF by 2,432.1% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 187,754 shares of the company’s stock worth $12,178,000 after buying an additional 180,339 shares in the last quarter. BWM Planning LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at $9,327,000. Finally, Summit Wealth Group LLC raised its position in shares of Dimensional U.S. Small Cap ETF by 1,232.5% during the 3rd quarter. Summit Wealth Group LLC now owns 141,019 shares of the company’s stock valued at $9,146,000 after buying an additional 130,436 shares in the last quarter.

Dimensional U.S. Small Cap ETF Stock Up 0.5 %

Shares of DFAS stock opened at $67.12 on Friday. The firm has a market cap of $8.73 billion, a P/E ratio of 12.98 and a beta of 1.13. The business has a 50-day moving average price of $67.57 and a two-hundred day moving average price of $64.86. Dimensional U.S. Small Cap ETF has a 12-month low of $56.48 and a 12-month high of $71.78.

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.