Helen Stephens Group LLC Purchases 9,785 Shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Helen Stephens Group LLC lifted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 21.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,724 shares of the company’s stock after acquiring an additional 9,785 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for approximately 1.1% of Helen Stephens Group LLC’s investment portfolio, making the stock its 20th largest holding. Helen Stephens Group LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $3,549,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. FAS Wealth Partners Inc. raised its holdings in Dimensional U.S. Small Cap ETF by 49.4% in the first quarter. FAS Wealth Partners Inc. now owns 644 shares of the company’s stock worth $40,000 after purchasing an additional 213 shares in the last quarter. EdgeRock Capital LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF during the second quarter worth about $58,000. Salem Investment Counselors Inc. grew its stake in shares of Dimensional U.S. Small Cap ETF by 56.5% during the first quarter. Salem Investment Counselors Inc. now owns 1,039 shares of the company’s stock worth $65,000 after acquiring an additional 375 shares during the last quarter. Northwest Investment Counselors LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF during the first quarter worth about $68,000. Finally, O Shaughnessy Asset Management LLC grew its stake in shares of Dimensional U.S. Small Cap ETF by 251.4% during the first quarter. O Shaughnessy Asset Management LLC now owns 1,114 shares of the company’s stock worth $69,000 after acquiring an additional 797 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS stock opened at $63.86 on Wednesday. Dimensional U.S. Small Cap ETF has a fifty-two week low of $48.66 and a fifty-two week high of $66.46. The firm has a market capitalization of $8.31 billion, a price-to-earnings ratio of 12.98 and a beta of 1.13. The stock’s 50-day simple moving average is $62.85 and its 200-day simple moving average is $61.51.

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.