Financial Planning Navigators CORP Makes New Investment in Dimensional U.S. Small Cap ETF $DFAS

Financial Planning Navigators CORP purchased a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 33,219 shares of the company’s stock, valued at approximately $2,314,000. Dimensional U.S. Small Cap ETF makes up 1.1% of Financial Planning Navigators CORP’s investment portfolio, making the stock its 14th largest position.

Other institutional investors have also made changes to their positions in the company. AQR Capital Management LLC raised its position in Dimensional U.S. Small Cap ETF by 30.3% during the first quarter. AQR Capital Management LLC now owns 35,688 shares of the company’s stock valued at $2,132,000 after acquiring an additional 8,299 shares in the last quarter. Jane Street Group LLC bought a new stake in Dimensional U.S. Small Cap ETF in the first quarter worth approximately $4,677,000. JPMorgan Chase & Co. grew its position in Dimensional U.S. Small Cap ETF by 8.1% in the second quarter. JPMorgan Chase & Co. now owns 229,817 shares of the company’s stock worth $14,642,000 after acquiring an additional 17,254 shares in the last quarter. Russell Investments Group Ltd. acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 2nd quarter worth $58,000. Finally, Lido Advisors LLC increased its stake in shares of Dimensional U.S. Small Cap ETF by 16.7% during the 2nd quarter. Lido Advisors LLC now owns 10,483 shares of the company’s stock worth $668,000 after purchasing an additional 1,501 shares during the last quarter.

Dimensional U.S. Small Cap ETF Trading Up 0.3%

Dimensional U.S. Small Cap ETF stock opened at $71.73 on Friday. Dimensional U.S. Small Cap ETF has a 1-year low of $51.45 and a 1-year high of $77.04. The firm’s fifty day simple moving average is $73.36 and its 200-day simple moving average is $70.95. The company has a market capitalization of $12.63 billion, a P/E ratio of 15.89 and a beta of 1.06.

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.