Dimensional U.S. Small Cap ETF $DFAS Position Boosted by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas grew its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 427,125 shares of the company’s stock after acquiring an additional 11,156 shares during the period. Dimensional U.S. Small Cap ETF comprises about 12.9% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 3rd biggest position. Heritage Wealth Management Inc. Texas owned about 0.24% of Dimensional U.S. Small Cap ETF worth $29,758,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Disciplined Equity Management Inc. lifted its position in shares of Dimensional U.S. Small Cap ETF by 2.3% in the fourth quarter. Disciplined Equity Management Inc. now owns 350,232 shares of the company’s stock valued at $24,401,000 after acquiring an additional 8,029 shares in the last quarter. BIP Wealth LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF in the fourth quarter valued at about $1,054,000. MBA Advisors LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 10.9% in the fourth quarter. MBA Advisors LLC now owns 94,481 shares of the company’s stock valued at $6,582,000 after acquiring an additional 9,256 shares in the last quarter. Fischer Investment Strategies LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF in the fourth quarter valued at about $3,538,000. Finally, Finemark National Bank & Trust lifted its position in shares of Dimensional U.S. Small Cap ETF by 107.3% in the third quarter. Finemark National Bank & Trust now owns 35,669 shares of the company’s stock valued at $2,442,000 after acquiring an additional 18,460 shares in the last quarter.

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

Shares of Dimensional U.S. Small Cap ETF stock opened at $77.53 on Friday. Dimensional U.S. Small Cap ETF has a 52 week low of $59.74 and a 52 week high of $78.67. The stock’s 50-day simple moving average is $74.33 and its 200-day simple moving average is $72.76. The company has a market capitalization of $14.08 billion, a price-to-earnings ratio of 15.89 and a beta of 1.04.

Dimensional U.S. Small Cap ETF 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.