Kestra Private Wealth Services LLC Raises Stock Holdings in Dimensional U.S. Small Cap ETF $DFAS

Kestra Private Wealth Services LLC raised its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 477.2% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 80,548 shares of the company’s stock after acquiring an additional 66,592 shares during the period. Kestra Private Wealth Services LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $5,729,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Foundations Investment Advisors LLC grew its stake in shares of Dimensional U.S. Small Cap ETF by 1.8% in the fourth quarter. Foundations Investment Advisors LLC now owns 7,746 shares of the company’s stock worth $540,000 after acquiring an additional 140 shares during the period. Smithfield Trust Co lifted its position in Dimensional U.S. Small Cap ETF by 2.6% during the fourth quarter. Smithfield Trust Co now owns 5,955 shares of the company’s stock valued at $414,000 after purchasing an additional 150 shares during the period. Montis Financial LLC boosted its holdings in Dimensional U.S. Small Cap ETF by 3.7% in the fourth quarter. Montis Financial LLC now owns 4,734 shares of the company’s stock worth $330,000 after purchasing an additional 170 shares during the last quarter. VSM Wealth Advisory LLC boosted its holdings in Dimensional U.S. Small Cap ETF by 0.8% in the third quarter. VSM Wealth Advisory LLC now owns 20,621 shares of the company’s stock worth $1,412,000 after purchasing an additional 172 shares during the last quarter. Finally, Leonard Rickey Investment Advisors P.L.L.C. grew its position in 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 worth $374,000 after purchasing an additional 175 shares during the period.

Dimensional U.S. Small Cap ETF Trading Up 0.6%

NYSEARCA:DFAS opened at $81.86 on Friday. The company has a market cap of $14.87 billion, a PE ratio of 15.89 and a beta of 1.02. The company has a 50 day simple moving average of $78.13 and a two-hundred day simple moving average of $74.74. Dimensional U.S. Small Cap ETF has a 12 month low of $62.61 and a 12 month high of $81.99.

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.