Waterfront Wealth Inc. Buys 33,836 Shares of Dimensional U.S. Small Cap ETF $DFAS

Waterfront Wealth Inc. lifted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 37.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 123,126 shares of the company’s stock after buying an additional 33,836 shares during the period. Dimensional U.S. Small Cap ETF comprises approximately 1.7% of Waterfront Wealth Inc.’s holdings, making the stock its 9th largest holding. Waterfront Wealth Inc. owned approximately 0.07% of Dimensional U.S. Small Cap ETF worth $8,406,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Washington Trust Bank grew its stake in Dimensional U.S. Small Cap ETF by 45.9% during the third quarter. Washington Trust Bank now owns 1,149,729 shares of the company’s stock worth $78,710,000 after buying an additional 361,707 shares during the last quarter. Great Point Wealth Advisors LLC bought a new position in shares of Dimensional U.S. Small Cap ETF in the third quarter valued at approximately $2,630,000. Birchcreek Wealth Management LLC raised its stake in shares of Dimensional U.S. Small Cap ETF by 11.3% in the third quarter. Birchcreek Wealth Management LLC now owns 66,992 shares of the company’s stock valued at $4,586,000 after acquiring an additional 6,800 shares during the last quarter. Concurrent Investment Advisors LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 70.9% in the 3rd quarter. Concurrent Investment Advisors LLC now owns 53,681 shares of the company’s stock worth $3,675,000 after acquiring an additional 22,265 shares in the last quarter. Finally, Barnes Pettey Financial Advisors LLC bought a new stake in Dimensional U.S. Small Cap ETF during the 2nd quarter worth approximately $361,000.

Dimensional U.S. Small Cap ETF Price Performance

DFAS stock opened at $76.26 on Monday. The business has a fifty day moving average price of $72.31 and a 200 day moving average price of $69.27. Dimensional U.S. Small Cap ETF has a fifty-two week low of $51.45 and a fifty-two week high of $76.40. The stock has a market capitalization of $13.43 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06.

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.