Planning Center Inc. Sells 20,356 Shares of Dimensional U.S. Small Cap ETF $DFAS

Planning Center Inc. cut its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 6.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 313,146 shares of the company’s stock after selling 20,356 shares during the quarter. Dimensional U.S. Small Cap ETF makes up 2.2% of Planning Center Inc.’s portfolio, making the stock its 13th largest position. Planning Center Inc. owned about 0.18% of Dimensional U.S. Small Cap ETF worth $21,817,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. EQ Wealth Advisors LLC bought a new stake in Dimensional U.S. Small Cap ETF during the 4th quarter worth about $409,000. Sigma Planning Corp lifted its position in Dimensional U.S. Small Cap ETF by 8.6% during the 4th quarter. Sigma Planning Corp now owns 6,577 shares of the company’s stock worth $458,000 after buying an additional 521 shares in the last quarter. Belleair Asset Management LLC bought a new stake in Dimensional U.S. Small Cap ETF during the 4th quarter worth about $3,097,000. Sageworth Trust Co of South Dakota lifted its position in Dimensional U.S. Small Cap ETF by 17.5% during the 4th quarter. Sageworth Trust Co of South Dakota now owns 82,252 shares of the company’s stock worth $5,730,000 after buying an additional 12,257 shares in the last quarter. Finally, Barnes Pettey Financial Advisors LLC lifted its position in Dimensional U.S. Small Cap ETF by 20.2% during the 4th quarter. Barnes Pettey Financial Advisors LLC now owns 9,144 shares of the company’s stock worth $637,000 after buying an additional 1,539 shares in the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

Shares of NYSEARCA:DFAS opened at $77.29 on Friday. The company’s 50-day moving average price is $73.55 and its two-hundred day moving average price is $71.91. Dimensional U.S. Small Cap ETF has a one year low of $57.77 and a one year high of $78.11. The stock has a market capitalization 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.