Stewardship Concepts Financial Services LLC Takes Position in Dimensional U.S. Small Cap ETF $DFAS

Stewardship Concepts Financial Services LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 34,691 shares of the company’s stock, valued at approximately $2,420,000. Dimensional U.S. Small Cap ETF makes up approximately 2.0% of Stewardship Concepts Financial Services LLC’s investment portfolio, making the stock its 19th largest position.

Other institutional investors have also recently modified their holdings of the company. HHM Wealth Advisors LLC purchased a new stake in Dimensional U.S. Small Cap ETF in the 3rd quarter valued at approximately $26,000. Tradewinds Capital Management LLC grew its holdings in Dimensional U.S. Small Cap ETF by 38.6% during the 3rd quarter. Tradewinds Capital Management LLC now owns 610 shares of the company’s stock valued at $42,000 after buying an additional 170 shares during the last quarter. Quent Capital LLC purchased a new position in Dimensional U.S. Small Cap ETF during the third quarter worth $48,000. Vestwell Advisors LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF in the third quarter worth $48,000. Finally, Rialto Wealth Management LLC raised its holdings in shares of Dimensional U.S. Small Cap ETF by 31.6% in the fourth quarter. Rialto Wealth Management LLC now owns 900 shares of the company’s stock worth $63,000 after acquiring an additional 216 shares during the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

Shares of NYSEARCA:DFAS opened at $71.73 on Friday. The company has a market capitalization of $12.83 billion, a P/E ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a 52-week low of $51.45 and a 52-week high of $77.04. The stock’s fifty day simple moving average is $73.31 and its 200-day simple moving average is $70.99.

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.