LRI Investments LLC Acquires 19,511 Shares of Dimensional U.S. Small Cap ETF $DFAS

LRI Investments LLC increased its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 8.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 247,036 shares of the company’s stock after purchasing an additional 19,511 shares during the period. Dimensional U.S. Small Cap ETF accounts for 1.2% of LRI Investments LLC’s holdings, making the stock its 17th biggest holding. LRI Investments LLC owned 0.14% of Dimensional U.S. Small Cap ETF worth $17,211,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Washington Trust Bank lifted its stake in Dimensional U.S. Small Cap ETF by 45.9% in the 3rd quarter. Washington Trust Bank now owns 1,149,729 shares of the company’s stock worth $78,710,000 after purchasing an additional 361,707 shares in the last quarter. Great Point Wealth Advisors LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF during the third quarter valued at about $2,630,000. Birchcreek Wealth Management LLC increased its holdings in shares of Dimensional U.S. Small Cap ETF by 11.3% in the third quarter. Birchcreek Wealth Management LLC now owns 66,992 shares of the company’s stock worth $4,586,000 after purchasing an additional 6,800 shares during the last quarter. Concurrent Investment Advisors LLC increased its holdings in shares of Dimensional U.S. Small Cap ETF by 70.9% in the third quarter. Concurrent Investment Advisors LLC now owns 53,681 shares of the company’s stock worth $3,675,000 after purchasing an additional 22,265 shares during the last quarter. Finally, Disciplined Equity Management Inc. lifted its position in shares of Dimensional U.S. Small Cap ETF by 2.3% in the fourth quarter. Disciplined Equity Management Inc. now owns 350,232 shares of the company’s stock worth $24,401,000 after buying an additional 8,029 shares in the last quarter.

Dimensional U.S. Small Cap ETF Trading Up 0.4%

Shares of Dimensional U.S. Small Cap ETF stock opened at $77.91 on Friday. The firm has a market cap of $14.15 billion, a PE ratio of 15.89 and a beta of 1.04. The stock has a 50 day moving average of $73.71 and a 200 day moving average of $72.18. Dimensional U.S. Small Cap ETF has a 12 month low of $59.74 and a 12 month high of $78.67.

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.