Heritage Wealth Management Inc. Texas Has $26.04 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Heritage Wealth Management Inc. Texas boosted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 17.0% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 408,772 shares of the company’s stock after buying an additional 59,384 shares during the period. Dimensional U.S. Small Cap ETF accounts for 12.9% of Heritage Wealth Management Inc. Texas’ portfolio, making the stock its 3rd biggest holding. Heritage Wealth Management Inc. Texas owned about 0.25% of Dimensional U.S. Small Cap ETF worth $26,035,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. First National Trust Co lifted its holdings in Dimensional U.S. Small Cap ETF by 0.3% in the 2nd quarter. First National Trust Co now owns 364,218 shares of the company’s stock valued at $23,204,000 after acquiring an additional 1,163 shares during the last quarter. GWN Securities Inc. lifted its holdings in Dimensional U.S. Small Cap ETF by 24.9% in the 2nd quarter. GWN Securities Inc. now owns 6,674 shares of the company’s stock valued at $426,000 after acquiring an additional 1,331 shares during the last quarter. Advisory Alpha LLC lifted its holdings in Dimensional U.S. Small Cap ETF by 12.2% in the 2nd quarter. Advisory Alpha LLC now owns 232,178 shares of the company’s stock valued at $14,792,000 after acquiring an additional 25,273 shares during the last quarter. Transcend Capital Advisors LLC lifted its holdings in Dimensional U.S. Small Cap ETF by 44.4% in the 2nd quarter. Transcend Capital Advisors LLC now owns 10,607 shares of the company’s stock valued at $676,000 after acquiring an additional 3,262 shares during the last quarter. Finally, First Command Advisory Services Inc. lifted its holdings in Dimensional U.S. Small Cap ETF by 6.0% in the 2nd quarter. First Command Advisory Services Inc. now owns 1,219,558 shares of the company’s stock valued at $77,698,000 after acquiring an additional 69,113 shares during the last quarter.

Dimensional U.S. Small Cap ETF Trading Up 0.1%

Shares of NYSEARCA DFAS opened at $69.67 on Tuesday. Dimensional U.S. Small Cap ETF has a twelve month low of $51.45 and a twelve month high of $71.78. The company has a market capitalization of $11.67 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06. The firm has a 50-day moving average of $68.37 and a two-hundred day moving average of $64.39.

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.