Advisory Services & Investments LLC Has $12.43 Million Stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Advisory Services & Investments LLC raised its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 199,397 shares of the company’s stock after purchasing an additional 3,937 shares during the quarter. Dimensional U.S. Small Cap ETF makes up about 8.6% of Advisory Services & Investments LLC’s portfolio, making the stock its 3rd biggest holding. Advisory Services & Investments LLC owned 0.19% of Dimensional U.S. Small Cap ETF worth $12,430,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently bought and sold shares of the company. Penobscot Investment Management Company Inc. acquired a new stake in shares of Dimensional U.S. Small Cap ETF in the fourth quarter valued at approximately $205,000. Alaska Permanent Fund Corp lifted its position in shares of Dimensional U.S. Small Cap ETF by 33.0% in the fourth quarter. Alaska Permanent Fund Corp now owns 2,371,835 shares of the company’s stock valued at $141,409,000 after buying an additional 587,889 shares during the last quarter. Trinity Financial Advisors LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 20.0% in the fourth quarter. Trinity Financial Advisors LLC now owns 83,191 shares of the company’s stock valued at $4,960,000 after buying an additional 13,840 shares during the last quarter. Trademark Financial Management LLC acquired a new stake in shares of Dimensional U.S. Small Cap ETF in the fourth quarter valued at approximately $702,000. Finally, Atria Wealth Solutions Inc. lifted its position in shares of Dimensional U.S. Small Cap ETF by 9.2% in the fourth quarter. Atria Wealth Solutions Inc. now owns 32,190 shares of the company’s stock valued at $1,919,000 after buying an additional 2,719 shares during the last quarter.

Dimensional U.S. Small Cap ETF Trading Up 0.7 %

NYSEARCA:DFAS opened at $60.08 on Monday. The stock has a market cap of $7.82 billion, a P/E ratio of 12.98 and a beta of 1.13. The stock has a 50 day simple moving average of $60.34 and a 200 day simple moving average of $59.68. Dimensional U.S. Small Cap ETF has a 1-year low of $48.66 and a 1-year high of $62.65.

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.