18,530 Shares in Dimensional U.S. Small Cap ETF $DFAS Purchased by Donalies Financial Planning LLC

Donalies Financial Planning LLC purchased a new position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 18,530 shares of the company’s stock, valued at approximately $1,291,000. Dimensional U.S. Small Cap ETF accounts for about 1.1% of Donalies Financial Planning LLC’s holdings, making the stock its 25th largest holding.

Several other institutional investors also recently added to or reduced their stakes in the stock. Foundations Investment Advisors LLC increased its position in Dimensional U.S. Small Cap ETF by 1.8% during the 4th quarter. Foundations Investment Advisors LLC now owns 7,746 shares of the company’s stock valued at $540,000 after purchasing an additional 140 shares during the period. Smithfield Trust Co raised its holdings in shares of Dimensional U.S. Small Cap ETF by 2.6% in the 4th quarter. Smithfield Trust Co now owns 5,955 shares of the company’s stock valued at $414,000 after purchasing an additional 150 shares in the last quarter. Montis Financial LLC raised its holdings in shares of Dimensional U.S. Small Cap ETF by 3.7% in the 4th quarter. Montis Financial LLC now owns 4,734 shares of the company’s stock valued at $330,000 after purchasing an additional 170 shares in the last quarter. VSM Wealth Advisory LLC raised its holdings in shares of Dimensional U.S. Small Cap ETF by 0.8% in the 3rd quarter. VSM Wealth Advisory LLC now owns 20,621 shares of the company’s stock valued at $1,412,000 after purchasing an additional 172 shares in the last quarter. Finally, Leonard Rickey Investment Advisors P.L.L.C. raised its holdings in shares of Dimensional U.S. Small Cap ETF by 3.4% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 5,375 shares of the company’s stock valued at $374,000 after purchasing an additional 175 shares in the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

NYSEARCA:DFAS opened at $80.28 on Wednesday. Dimensional U.S. Small Cap ETF has a one year low of $61.38 and a one year high of $81.61. The firm has a market cap of $14.58 billion, a P/E ratio of 15.89 and a beta of 1.02. The firm has a 50-day simple moving average of $77.11 and a 200-day simple moving average of $74.17.

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.