Dimensional U.S. Small Cap ETF $DFAS is Aegis Wealth Management LLC’s 5th Largest Position

Aegis Wealth Management LLC lessened its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 8.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 110,451 shares of the company’s stock after selling 9,794 shares during the period. Dimensional U.S. Small Cap ETF makes up 4.0% of Aegis Wealth Management LLC’s investment portfolio, making the stock its 5th largest position. Aegis Wealth Management LLC owned 0.07% of Dimensional U.S. Small Cap ETF worth $7,561,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of DFAS. AQR Capital Management LLC raised its stake in shares of Dimensional U.S. Small Cap ETF by 30.3% in the 1st quarter. AQR Capital Management LLC now owns 35,688 shares of the company’s stock valued at $2,132,000 after acquiring an additional 8,299 shares during the period. Jane Street Group LLC purchased a new stake in Dimensional U.S. Small Cap ETF in the first quarter valued at approximately $4,677,000. Janney Montgomery Scott LLC lifted its stake in Dimensional U.S. Small Cap ETF by 3.6% during the second quarter. Janney Montgomery Scott LLC now owns 22,742 shares of the company’s stock worth $1,449,000 after purchasing an additional 791 shares in the last quarter. Robertson Stephens Wealth Management LLC lifted its stake in Dimensional U.S. Small Cap ETF by 4.6% during the second quarter. Robertson Stephens Wealth Management LLC now owns 8,093 shares of the company’s stock worth $516,000 after purchasing an additional 353 shares in the last quarter. Finally, Concurrent Investment Advisors LLC boosted its position in shares of Dimensional U.S. Small Cap ETF by 91.8% during the second quarter. Concurrent Investment Advisors LLC now owns 31,416 shares of the company’s stock worth $2,001,000 after buying an additional 15,035 shares during the period.

Dimensional U.S. Small Cap ETF Trading Up 3.0%

DFAS stock opened at $76.26 on Monday. The business’s fifty day moving average price is $72.31 and its 200 day moving average price is $69.27. Dimensional U.S. Small Cap ETF has a 12-month low of $51.45 and a 12-month high of $76.40. The company has a market capitalization of $13.43 billion, a PE ratio of 15.89 and a beta of 1.06.

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.