Planning Center Inc. Has $21.37 Million Stock Holdings in Dimensional U.S. Small Cap ETF $DFAS

Planning Center Inc. reduced its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.0% during the 1st quarter, HoldingsChannel.com reports. The firm owned 300,467 shares of the company’s stock after selling 12,679 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for about 2.2% of Planning Center Inc.’s holdings, making the stock its 13th biggest position. Planning Center Inc.’s holdings in Dimensional U.S. Small Cap ETF were worth $21,372,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in DFAS. Ascentis Independent Advisors bought a new position in Dimensional U.S. Small Cap ETF in the 1st quarter valued at approximately $28,000. Stephens Inc. AR acquired a new position in Dimensional U.S. Small Cap ETF in the 1st quarter valued at approximately $344,000. LVZ Inc. increased its position in Dimensional U.S. Small Cap ETF by 8.5% in the 1st quarter. LVZ Inc. now owns 26,111 shares of the company’s stock valued at $1,857,000 after acquiring an additional 2,047 shares during the period. Hardy Reed LLC raised its stake in shares of Dimensional U.S. Small Cap ETF by 1.3% during the first quarter. Hardy Reed LLC now owns 123,006 shares of the company’s stock valued at $8,749,000 after acquiring an additional 1,545 shares during the last quarter. Finally, TCI Wealth Advisors Inc. lifted its holdings in shares of Dimensional U.S. Small Cap ETF by 1.5% during the first quarter. TCI Wealth Advisors Inc. now owns 2,595,074 shares of the company’s stock worth $184,588,000 after purchasing an additional 39,237 shares during the period.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of NYSEARCA:DFAS opened at $81.53 on Monday. Dimensional U.S. Small Cap ETF has a 52 week low of $62.61 and a 52 week high of $82.91. The firm has a market cap of $15.09 billion, a PE ratio of 15.89 and a beta of 1.01. The firm’s fifty day moving average is $78.64 and its 200-day moving average is $75.14.

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.