Modera Wealth Management LLC Has $36.08 Million Stock Holdings in Dimensional U.S. Small Cap ETF $DFAS

Modera Wealth Management LLC trimmed its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.1% in the first quarter, HoldingsChannel reports. The firm owned 507,238 shares of the company’s stock after selling 10,984 shares during the quarter. Modera Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $36,080,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Coston McIsaac & Partners raised its position in shares of Dimensional U.S. Small Cap ETF by 2.4% in the first quarter. Coston McIsaac & Partners now owns 5,975 shares of the company’s stock valued at $425,000 after purchasing an additional 138 shares during the period. Foundations Investment Advisors LLC boosted its holdings 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 buying an additional 140 shares during the period. Smithfield Trust Co grew its stake in Dimensional U.S. Small Cap ETF by 2.6% in 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 grew its stake in Dimensional U.S. Small Cap ETF by 3.7% in the 4th quarter. Montis Financial LLC now owns 4,734 shares of the company’s stock valued at $330,000 after buying an additional 170 shares during the last quarter. Finally, Leonard Rickey Investment Advisors P.L.L.C. raised its holdings in Dimensional U.S. Small Cap ETF by 3.4% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 5,375 shares of the company’s stock valued at $374,000 after acquiring an additional 175 shares during the period.

Dimensional U.S. Small Cap ETF Stock Down 0.7%

Shares of DFAS stock opened at $81.12 on Friday. The company has a market capitalization of $15.23 billion, a PE ratio of 15.89 and a beta of 1.01. The firm has a 50 day moving average price of $79.40 and a two-hundred day moving average price of $75.82. Dimensional U.S. Small Cap ETF has a 12-month low of $62.61 and a 12-month high of $82.91.

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.