Planning Center Inc. Has $21.82 Million Holdings in Dimensional U.S. Small Cap ETF $DFAS

Planning Center Inc. lessened its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 6.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 313,146 shares of the company’s stock after selling 20,356 shares during the period. Dimensional U.S. Small Cap ETF comprises 2.2% of Planning Center Inc.’s holdings, making the stock its 13th largest holding. Planning Center Inc.’s holdings in Dimensional U.S. Small Cap ETF were worth $21,817,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in DFAS. HHM Wealth Advisors LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter worth approximately $26,000. Flagship Harbor Advisors LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF during the 4th quarter worth approximately $39,000. Tradewinds Capital Management LLC lifted its holdings in shares of Dimensional U.S. Small Cap ETF by 38.6% during the 3rd quarter. Tradewinds Capital Management LLC now owns 610 shares of the company’s stock worth $42,000 after acquiring an additional 170 shares during the period. Quent Capital LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter worth approximately $48,000. Finally, Vestwell Advisors LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter worth approximately $48,000.

Dimensional U.S. Small Cap ETF Trading Up 1.7%

Shares of Dimensional U.S. Small Cap ETF stock opened at $77.29 on Friday. The company has a 50 day moving average of $73.55 and a 200-day moving average of $71.91. Dimensional U.S. Small Cap ETF has a 1-year low of $57.77 and a 1-year high of $78.11. The company has a market cap of $14.02 billion, a PE ratio of 15.89 and a beta of 1.05.

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.