Dimensional U.S. Small Cap ETF $DFAS is Confluence Wealth Services Inc.’s 8th Largest Position

Confluence Wealth Services Inc. boosted its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 884,785 shares of the company’s stock after acquiring an additional 36,637 shares during the period. Dimensional U.S. Small Cap ETF accounts for about 3.1% of Confluence Wealth Services Inc.’s investment portfolio, making the stock its 8th largest position. Confluence Wealth Services Inc.’s holdings in Dimensional U.S. Small Cap ETF were worth $56,370,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the company. Hughes Financial Services LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF in the first quarter worth $30,000. Reyes Financial Architecture Inc. purchased a new stake in Dimensional U.S. Small Cap ETF in the 2nd quarter worth $36,000. Trust Co. of Vermont purchased a new stake in Dimensional U.S. Small Cap ETF in the 2nd quarter worth $42,000. Golden State Wealth Management LLC bought a new stake in Dimensional U.S. Small Cap ETF during the first quarter valued at about $44,000. Finally, Redmont Wealth Advisors LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF in the first quarter valued at about $46,000.

Dimensional U.S. Small Cap ETF Trading Up 0.5%

NYSEARCA DFAS opened at $69.10 on Monday. Dimensional U.S. Small Cap ETF has a 12 month low of $51.45 and a 12 month high of $71.78. The stock has a market cap of $11.50 billion, a PE ratio of 15.89 and a beta of 0.97. The stock’s 50 day moving average is $67.37 and its 200 day moving average is $63.24.

Dimensional U.S. Small Cap ETF Company 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.