Legacy Capital Wealth Partners LLC Invests $528,000 in Dimensional U.S. Small Cap ETF $DFAS

Legacy Capital Wealth Partners LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 8,282 shares of the company’s stock, valued at approximately $528,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Montz Harcus Wealth Management LLC increased its position in Dimensional U.S. Small Cap ETF by 4.9% during the 2nd quarter. Montz Harcus Wealth Management LLC now owns 3,534 shares of the company’s stock valued at $225,000 after purchasing an additional 164 shares during the period. IFG Advisors LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 1.4% in the 2nd quarter. IFG Advisors LLC now owns 12,252 shares of the company’s stock worth $781,000 after purchasing an additional 175 shares during the period. Montis Financial LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 3.2% during the 2nd quarter. Montis Financial LLC now owns 5,689 shares of the company’s stock valued at $362,000 after purchasing an additional 177 shares in the last quarter. Lauer Wealth LLC increased its position in shares of Dimensional U.S. Small Cap ETF by 0.5% during the second quarter. Lauer Wealth LLC now owns 39,160 shares of the company’s stock valued at $2,521,000 after buying an additional 178 shares during the period. Finally, SouthState Corp increased its position in shares of Dimensional U.S. Small Cap ETF by 11.5% during the second quarter. SouthState Corp now owns 1,887 shares of the company’s stock valued at $120,000 after buying an additional 195 shares during the period.

Dimensional U.S. Small Cap ETF Price Performance

Shares of DFAS opened at $69.81 on Friday. The company has a 50-day simple moving average of $68.12 and a two-hundred day simple moving average of $66.07. The firm has a market capitalization of $11.74 billion, a PE ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a one year low of $51.45 and a one year high of $71.06.

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.