Dimensional U.S. Small Cap ETF $DFAS Holdings Lifted by Financial Synergies Wealth Advisors Inc.

Financial Synergies Wealth Advisors Inc. increased its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 281,559 shares of the company’s stock after buying an additional 8,890 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for approximately 1.9% of Financial Synergies Wealth Advisors Inc.’s holdings, making the stock its 12th biggest position. Financial Synergies Wealth Advisors Inc. owned approximately 0.16% of Dimensional U.S. Small Cap ETF worth $19,616,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the company. Prevail Innovative Wealth Advisors LLC boosted its position in Dimensional U.S. Small Cap ETF by 16.4% during the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 31,320 shares of the company’s stock valued at $2,182,000 after purchasing an additional 4,416 shares during the last quarter. CWS Financial Advisors LLC boosted its position in Dimensional U.S. Small Cap ETF by 3.9% during the fourth quarter. CWS Financial Advisors LLC now owns 13,566 shares of the company’s stock valued at $945,000 after purchasing an additional 514 shares during the last quarter. Forum Private Client Group LLC boosted its position in Dimensional U.S. Small Cap ETF by 2.5% during the fourth quarter. Forum Private Client Group LLC now owns 288,650 shares of the company’s stock valued at $20,110,000 after purchasing an additional 6,943 shares during the last quarter. Legacy Financial Group Inc. boosted its position in Dimensional U.S. Small Cap ETF by 3.0% during the fourth quarter. Legacy Financial Group Inc. now owns 43,611 shares of the company’s stock valued at $3,038,000 after purchasing an additional 1,272 shares during the last quarter. Finally, Pinkerton Wealth LLC boosted its position in Dimensional U.S. Small Cap ETF by 2.6% during the fourth quarter. Pinkerton Wealth LLC now owns 95,894 shares of the company’s stock valued at $6,681,000 after purchasing an additional 2,406 shares during the last quarter.

Dimensional U.S. Small Cap ETF Trading Up 2.0%

DFAS opened at $76.68 on Thursday. The stock has a market cap of $13.93 billion, a price-to-earnings ratio of 15.89 and a beta of 1.04. Dimensional U.S. Small Cap ETF has a 1 year low of $59.74 and a 1 year high of $78.67. The stock has a fifty day moving average price of $74.11 and a 200 day moving average price of $72.67.

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.