Root Financial Partners LLC Purchases 231,179 Shares of Dimensional U.S. Small Cap ETF $DFAS

Root Financial Partners LLC boosted its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 17.1% in the 1st quarter, HoldingsChannel.com reports. The firm owned 1,586,355 shares of the company’s stock after buying an additional 231,179 shares during the quarter. Dimensional U.S. Small Cap ETF makes up about 5.2% of Root Financial Partners LLC’s portfolio, making the stock its 5th largest position. Root Financial Partners LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $112,837,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Creative Planning boosted its stake in shares of Dimensional U.S. Small Cap ETF by 12.1% in the 3rd quarter. Creative Planning now owns 22,684,991 shares of the company’s stock valued at $1,553,014,000 after purchasing an additional 2,456,531 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its stake in shares of Dimensional U.S. Small Cap ETF by 300.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,378,611 shares of the company’s stock worth $165,718,000 after buying an additional 1,784,207 shares during the last quarter. Vise Technologies Inc. raised its stake in shares of Dimensional U.S. Small Cap ETF by 216.8% during the fourth quarter. Vise Technologies Inc. now owns 1,257,727 shares of the company’s stock worth $87,626,000 after buying an additional 860,746 shares during the last quarter. Bank of America Corp DE lifted its holdings in Dimensional U.S. Small Cap ETF by 15.7% in the second quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock valued at $396,070,000 after buying an additional 841,620 shares during the period. Finally, Richard Young Associates Ltd. acquired a new position in Dimensional U.S. Small Cap ETF in the fourth quarter valued at approximately $31,755,000.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS stock opened at $82.07 on Thursday. The firm’s 50 day moving average price is $78.46 and its two-hundred day moving average price is $75.00. Dimensional U.S. Small Cap ETF has a 52-week low of $62.61 and a 52-week high of $82.91. The stock has a market cap of $15.17 billion, a PE ratio of 15.89 and a beta of 1.01.

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.