Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) is Forum Private Client Group LLC’s 4th Largest Position

Forum Private Client Group LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 3.6% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 228,305 shares of the company’s stock after purchasing an additional 7,874 shares during the period. Dimensional U.S. Small Cap ETF makes up 6.5% of Forum Private Client Group LLC’s investment portfolio, making the stock its 4th largest holding. Forum Private Client Group LLC owned about 0.18% of Dimensional U.S. Small Cap ETF worth $13,717,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. FAS Wealth Partners Inc. raised its stake in shares of Dimensional U.S. Small Cap ETF by 49.4% during 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 during the last quarter. EdgeRock Capital LLC purchased a new position in Dimensional U.S. Small Cap ETF during the 2nd quarter worth $58,000. Salem Investment Counselors Inc. lifted its stake in shares of Dimensional U.S. Small Cap ETF by 56.5% in the 1st 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 period. Northwest Investment Counselors LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF in the first quarter valued at about $68,000. Finally, O Shaughnessy Asset Management LLC increased 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 period.

Dimensional U.S. Small Cap ETF Stock Down 1.0 %

NYSEARCA DFAS opened at $64.49 on Friday. Dimensional U.S. Small Cap ETF has a 52-week low of $48.66 and a 52-week high of $66.46. The firm has a 50-day moving average price of $62.80 and a 200 day moving average price of $61.14. The stock has a market capitalization of $8.39 billion, a P/E ratio of 12.98 and a beta of 1.13.

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.