Northwest Wealth Advisors LLC Takes $899,000 Position in Dimensional U.S. Small Cap ETF $DFAS

Northwest Wealth Advisors LLC acquired a new stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 12,909 shares of the company’s stock, valued at approximately $899,000. Dimensional U.S. Small Cap ETF makes up about 0.7% of Northwest Wealth Advisors LLC’s portfolio, making the stock its 27th largest holding.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Creative Planning lifted its position in shares of Dimensional U.S. Small Cap ETF by 12.1% during the 3rd quarter. Creative Planning now owns 22,684,991 shares of the company’s stock worth $1,553,014,000 after buying an additional 2,456,531 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in Dimensional U.S. Small Cap ETF by 300.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,378,611 shares of the company’s stock worth $165,718,000 after buying an additional 1,784,207 shares during the period. Bank of America Corp DE lifted its stake in shares of Dimensional U.S. Small Cap ETF by 15.7% in the second quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock worth $396,070,000 after acquiring an additional 841,620 shares during the period. Thrivent Financial for Lutherans boosted its stake in shares of Dimensional U.S. Small Cap ETF by 1,672.9% in the 3rd quarter. Thrivent Financial for Lutherans now owns 529,522 shares of the company’s stock valued at $36,251,000 after purchasing an additional 499,655 shares during the last quarter. Finally, Richard Young Associates Ltd. bought a new stake in Dimensional U.S. Small Cap ETF during the fourth quarter valued at $31,755,000.

Dimensional U.S. Small Cap ETF Price Performance

NYSEARCA DFAS opened at $76.87 on Friday. The stock has a market capitalization of $13.96 billion, a P/E ratio of 15.89 and a beta of 1.04. Dimensional U.S. Small Cap ETF has a one year low of $59.74 and a one year high of $78.67. The business has a 50 day simple moving average of $74.21 and a 200 day simple moving average of $72.73.

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.