Corient Private Wealth LLC Lowers Position in Dimensional U.S. Small Cap ETF $DFAS

Corient Private Wealth LLC trimmed its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 7.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 625,286 shares of the company’s stock after selling 49,381 shares during the period. Corient Private Wealth LLC owned 0.39% of Dimensional U.S. Small Cap ETF worth $39,837,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in DFAS. Creative Planning grew its position in shares of Dimensional U.S. Small Cap ETF by 20.3% in the 2nd quarter. Creative Planning now owns 20,228,460 shares of the company’s stock worth $1,288,755,000 after buying an additional 3,407,436 shares during the period. Midwest Trust Co bought a new position in shares of Dimensional U.S. Small Cap ETF during the second quarter valued at approximately $119,350,000. Bank of America Corp DE increased its stake in shares of Dimensional U.S. Small Cap ETF by 15.7% during the second quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock valued at $396,070,000 after purchasing an additional 841,620 shares in the last quarter. Washington Trust Bank purchased a new position in shares of Dimensional U.S. Small Cap ETF during the second quarter valued at approximately $50,205,000. Finally, Elser Financial Planning Inc boosted its position in shares of Dimensional U.S. Small Cap ETF by 3,085.0% in the 2nd quarter. Elser Financial Planning Inc now owns 620,025 shares of the company’s stock worth $39,880,000 after purchasing an additional 600,558 shares in the last quarter.

Dimensional U.S. Small Cap ETF Stock Down 0.9%

Dimensional U.S. Small Cap ETF stock opened at $70.59 on Wednesday. Dimensional U.S. Small Cap ETF has a twelve month low of $51.45 and a twelve month high of $72.46. The company has a market capitalization of $11.87 billion, a P/E ratio of 15.89 and a beta of 1.06. The stock’s 50 day moving average is $68.60 and its 200 day moving average is $66.85.

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.