Grunden Financial Advisory Inc. Grows Position in Dimensional U.S. Small Cap ETF $DFAS

Grunden Financial Advisory Inc. boosted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 25.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 65,786 shares of the company’s stock after purchasing an additional 13,356 shares during the quarter. Dimensional U.S. Small Cap ETF comprises 1.8% of Grunden Financial Advisory Inc.’s portfolio, making the stock its 11th largest position. Grunden Financial Advisory Inc.’s holdings in Dimensional U.S. Small Cap ETF were worth $4,583,000 as of its most recent filing with the SEC.

Other institutional investors have also recently bought and sold shares of the company. HHM Wealth Advisors LLC purchased a new stake in Dimensional U.S. Small Cap ETF in the third quarter valued at approximately $26,000. Flagship Harbor Advisors LLC purchased a new stake in Dimensional U.S. Small Cap ETF in the fourth quarter valued at approximately $39,000. Tradewinds Capital Management LLC grew its holdings in Dimensional U.S. Small Cap ETF by 38.6% in the third quarter. Tradewinds Capital Management LLC now owns 610 shares of the company’s stock valued at $42,000 after purchasing an additional 170 shares during the period. Quent Capital LLC purchased a new stake in Dimensional U.S. Small Cap ETF in the third quarter valued at approximately $48,000. Finally, Vestwell Advisors LLC purchased a new stake in Dimensional U.S. Small Cap ETF in the third quarter valued at approximately $48,000.

Dimensional U.S. Small Cap ETF Stock Performance

Dimensional U.S. Small Cap ETF stock opened at $77.43 on Tuesday. Dimensional U.S. Small Cap ETF has a 1 year low of $53.94 and a 1 year high of $77.61. The firm has a 50 day moving average price of $73.37 and a 200 day moving average price of $71.48. The company has a market cap of $13.98 billion, a price-to-earnings ratio of 15.89 and a beta of 1.05.

Dimensional U.S. Small Cap ETF 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.