Dimensional U.S. Small Cap ETF $DFAS Shares Sold by Envision Financial Planning LLC

Envision Financial Planning LLC cut its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 8.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 134,494 shares of the company’s stock after selling 11,656 shares during the quarter. Dimensional U.S. Small Cap ETF makes up 4.0% of Envision Financial Planning LLC’s portfolio, making the stock its 11th largest holding. Envision Financial Planning LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $8,569,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Montz Harcus Wealth Management LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 4.9% during the 2nd quarter. Montz Harcus Wealth Management LLC now owns 3,534 shares of the company’s stock worth $225,000 after acquiring an additional 164 shares in the last quarter. IFG Advisors LLC lifted its holdings in Dimensional U.S. Small Cap ETF by 1.4% in the 2nd quarter. IFG Advisors LLC now owns 12,252 shares of the company’s stock worth $781,000 after purchasing an additional 175 shares during the last quarter. Montis Financial LLC lifted its holdings in Dimensional U.S. Small Cap ETF by 3.2% in the 2nd quarter. Montis Financial LLC now owns 5,689 shares of the company’s stock worth $362,000 after purchasing an additional 177 shares during the last quarter. Lauer Wealth LLC boosted its position in Dimensional U.S. Small Cap ETF by 0.5% during the second quarter. Lauer Wealth LLC now owns 39,160 shares of the company’s stock worth $2,521,000 after purchasing an additional 178 shares during the period. Finally, SouthState Corp grew its holdings in Dimensional U.S. Small Cap ETF by 11.5% during the second quarter. SouthState Corp now owns 1,887 shares of the company’s stock valued at $120,000 after purchasing an additional 195 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Down 1.1%

NYSEARCA:DFAS opened at $71.48 on Friday. The company’s 50 day moving average is $68.51 and its 200-day moving average is $66.65. Dimensional U.S. Small Cap ETF has a 12 month low of $51.45 and a 12 month high of $72.46. The firm has a market cap of $12.02 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06.

About Dimensional U.S. Small Cap ETF

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.