Dimensional U.S. Small Cap ETF $DFAS is Great Waters Wealth Management’s 4th Largest Position

Great Waters Wealth Management raised its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,150,130 shares of the company’s stock after acquiring an additional 53,556 shares during the quarter. Dimensional U.S. Small Cap ETF comprises approximately 8.8% of Great Waters Wealth Management’s portfolio, making the stock its 4th biggest holding. Great Waters Wealth Management owned approximately 0.62% of Dimensional U.S. Small Cap ETF worth $94,702,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. Ascentis Independent Advisors purchased a new position in shares of Dimensional U.S. Small Cap ETF in the first quarter valued at $28,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in Dimensional U.S. Small Cap ETF during the 4th quarter worth about $33,000. Vestwell Advisors LLC purchased a new stake in Dimensional U.S. Small Cap ETF during the 1st quarter worth about $37,000. Flagship Harbor Advisors LLC bought a new position in Dimensional U.S. Small Cap ETF in the 4th quarter worth about $39,000. Finally, Rothschild Investment LLC bought a new position in Dimensional U.S. Small Cap ETF in the 4th quarter worth about $41,000.

Dimensional U.S. Small Cap ETF Price Performance

DFAS stock opened at $83.49 on Monday. The stock has a 50-day simple moving average of $80.75 and a two-hundred day simple moving average of $76.82. Dimensional U.S. Small Cap ETF has a twelve month low of $64.24 and a twelve month high of $84.11. The firm has a market capitalization of $15.75 billion, a PE ratio of 15.89 and a beta of 1.02.

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.