StrongBox Wealth LLC Has $1.32 Million Stake in Dimensional U.S. Small Cap ETF $DFAS

StrongBox Wealth LLC lowered its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 48.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,222 shares of the company’s stock after selling 17,766 shares during the quarter. StrongBox Wealth LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $1,316,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in DFAS. Creative Planning lifted its stake in Dimensional U.S. Small Cap ETF by 20.3% in the 2nd quarter. Creative Planning now owns 20,228,460 shares of the company’s stock valued at $1,288,755,000 after purchasing an additional 3,407,436 shares during the last quarter. Midwest Trust Co bought a new stake in shares of Dimensional U.S. Small Cap ETF during the second quarter worth $119,350,000. Bank of America Corp DE increased its holdings in shares of Dimensional U.S. Small Cap ETF by 15.7% during the second quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock worth $396,070,000 after buying an additional 841,620 shares in the last quarter. Washington Trust Bank bought a new position in shares of Dimensional U.S. Small Cap ETF in the 2nd quarter valued at $50,205,000. Finally, Elser Financial Planning Inc lifted its stake in shares of Dimensional U.S. Small Cap ETF by 3,085.0% in the 2nd quarter. Elser Financial Planning Inc now owns 620,025 shares of the company’s stock valued at $39,880,000 after acquiring an additional 600,558 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Down 0.9%

NYSEARCA DFAS opened at $70.59 on Wednesday. The company has a market cap of $11.87 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a twelve month low of $51.45 and a twelve month high of $72.46. The business’s fifty day moving average is $68.60 and its 200 day moving average is $66.85.

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.