Goepper Burkhardt LLC Has $1.41 Million Stock Holdings in Dimensional U.S. Small Cap ETF $DFAS

Goepper Burkhardt LLC lifted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 94.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 20,220 shares of the company’s stock after purchasing an additional 9,806 shares during the quarter. Dimensional U.S. Small Cap ETF comprises 0.5% of Goepper Burkhardt LLC’s holdings, making the stock its 28th biggest position. Goepper Burkhardt LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $1,409,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of DFAS. Creative Planning grew its position in shares of Dimensional U.S. Small Cap ETF by 12.1% in the 3rd quarter. Creative Planning now owns 22,684,991 shares of the company’s stock valued at $1,553,014,000 after purchasing an additional 2,456,531 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in shares of Dimensional U.S. Small Cap ETF by 300.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,378,611 shares of the company’s stock valued at $165,718,000 after purchasing an additional 1,784,207 shares during the period. Bank of America Corp DE grew its position in shares of Dimensional U.S. Small Cap ETF by 15.7% in the 2nd quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock valued at $396,070,000 after purchasing an additional 841,620 shares during the period. Thrivent Financial for Lutherans grew its position in shares of Dimensional U.S. Small Cap ETF by 1,672.9% in the 3rd quarter. Thrivent Financial for Lutherans now owns 529,522 shares of the company’s stock valued at $36,251,000 after purchasing an additional 499,655 shares during the period. Finally, Richard Young Associates Ltd. acquired a new position in shares of Dimensional U.S. Small Cap ETF in the 4th quarter valued at approximately $31,755,000.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS opened at $77.53 on Tuesday. The stock has a 50 day simple moving average of $74.47 and a 200 day simple moving average of $72.87. Dimensional U.S. Small Cap ETF has a 52-week low of $59.74 and a 52-week high of $78.67. The firm has a market capitalization of $14.08 billion, a PE ratio of 15.89 and a beta of 1.04.

Dimensional U.S. Small Cap ETF 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.