Simplicity Wealth LLC Has $644,000 Holdings in Dimensional U.S. Small Cap ETF $DFAS

Simplicity Wealth LLC trimmed its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 54.6% during the third quarter, Holdings Channel.com reports. The fund owned 9,407 shares of the company’s stock after selling 11,295 shares during the quarter. Simplicity Wealth LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $644,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Montz Harcus Wealth Management LLC increased its holdings in shares of Dimensional U.S. Small Cap ETF by 4.9% during the second quarter. Montz Harcus Wealth Management LLC now owns 3,534 shares of the company’s stock worth $225,000 after purchasing an additional 164 shares during the period. Tradewinds Capital Management LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 38.6% in the third quarter. Tradewinds Capital Management LLC now owns 610 shares of the company’s stock valued at $42,000 after buying an additional 170 shares during the period. IFG Advisors LLC grew its position in Dimensional U.S. Small Cap ETF by 1.4% during the second quarter. IFG Advisors LLC now owns 12,252 shares of the company’s stock worth $781,000 after buying an additional 175 shares in the last quarter. Montis Financial LLC increased its stake in Dimensional U.S. Small Cap ETF by 3.2% during the 2nd quarter. Montis Financial LLC now owns 5,689 shares of the company’s stock worth $362,000 after acquiring an additional 177 shares during the period. Finally, Lauer Wealth LLC increased its stake in Dimensional U.S. Small Cap ETF by 0.5% during the 2nd quarter. Lauer Wealth LLC now owns 39,160 shares of the company’s stock worth $2,521,000 after acquiring an additional 178 shares during the period.

Dimensional U.S. Small Cap ETF Stock Performance

NYSEARCA:DFAS opened at $74.48 on Friday. The company has a market cap of $12.97 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a fifty-two week low of $51.45 and a fifty-two week high of $76.08. The stock has a fifty day moving average price of $70.95 and a 200-day moving average price of $68.62.

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.