Dimensional U.S. Small Cap ETF $DFAS Stock Position Lifted by Aspen Wealth Management LLC

Aspen Wealth Management LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 40.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 77,678 shares of the company’s stock after acquiring an additional 22,265 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for approximately 1.0% of Aspen Wealth Management LLC’s investment portfolio, making the stock its 20th largest position. Aspen Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $6,014,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. TCI Wealth Advisors Inc. lifted its holdings in shares of Dimensional U.S. Small Cap ETF by 1.5% in the first quarter. TCI Wealth Advisors Inc. now owns 2,595,074 shares of the company’s stock worth $184,588,000 after acquiring an additional 39,237 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in shares of Dimensional U.S. Small Cap ETF by 8.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,874,508 shares of the company’s stock valued at $154,347,000 after purchasing an additional 151,725 shares during the last quarter. Root Financial Partners LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF by 17.1% during the 1st quarter. Root Financial Partners LLC now owns 1,586,355 shares of the company’s stock valued at $112,837,000 after purchasing an additional 231,179 shares during the last quarter. Evanson Financial LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF during the 2nd quarter valued at approximately $100,273,000. Finally, Great Waters Wealth Management grew its holdings in shares of Dimensional U.S. Small Cap ETF by 6.7% during the 3rd quarter. Great Waters Wealth Management now owns 1,227,703 shares of the company’s stock valued at $95,049,000 after purchasing an additional 77,573 shares during the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

DFAS stock traded down $1.23 during trading on Wednesday, reaching $77.10. 263,941 shares of the company were exchanged, compared to its average volume of 499,272. The company has a 50-day moving average of $80.83 and a two-hundred day moving average of $79.10. The company has a market capitalization of $14.79 billion, a price-to-earnings ratio of 15.89 and a beta of 1.03. Dimensional U.S. Small Cap ETF has a twelve month low of $65.03 and a twelve month high of $84.52.

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.