Forum Private Client Group LLC Has $20.11 Million Holdings in Dimensional U.S. Small Cap ETF $DFAS

Forum Private Client Group LLC grew its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.5% in the fourth quarter, Holdings Channel reports. The fund owned 288,650 shares of the company’s stock after buying an additional 6,943 shares during the quarter. Dimensional U.S. Small Cap ETF makes up about 6.9% of Forum Private Client Group LLC’s portfolio, making the stock its 5th biggest position. Forum Private Client Group LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $20,110,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Legacy Financial Group Inc. lifted its position in Dimensional U.S. Small Cap ETF by 3.0% in the fourth quarter. Legacy Financial Group Inc. now owns 43,611 shares of the company’s stock worth $3,038,000 after buying an additional 1,272 shares during the last quarter. Pinkerton Wealth LLC lifted its position in Dimensional U.S. Small Cap ETF by 2.6% in the fourth quarter. Pinkerton Wealth LLC now owns 95,894 shares of the company’s stock worth $6,681,000 after buying an additional 2,406 shares during the last quarter. Hardy Reed LLC lifted its position in Dimensional U.S. Small Cap ETF by 4.4% in the fourth quarter. Hardy Reed LLC now owns 121,461 shares of the company’s stock worth $8,462,000 after buying an additional 5,099 shares during the last quarter. Tortoise Investment Management LLC lifted its position in Dimensional U.S. Small Cap ETF by 0.6% in the fourth quarter. Tortoise Investment Management LLC now owns 78,062 shares of the company’s stock worth $5,439,000 after buying an additional 487 shares during the last quarter. Finally, Summit Wealth Group LLC lifted its position in Dimensional U.S. Small Cap ETF by 2.6% in the fourth quarter. Summit Wealth Group LLC now owns 168,102 shares of the company’s stock worth $11,712,000 after buying an additional 4,205 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Up 2.0%

Shares of DFAS opened at $76.68 on Thursday. The company has a market cap of $13.93 billion, a PE ratio of 15.89 and a beta of 1.04. The business has a fifty day moving average of $74.11 and a 200 day moving average of $72.67. Dimensional U.S. Small Cap ETF has a 52-week low of $59.74 and a 52-week high of $78.67.

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.