Discipline Wealth Solutions LLC Increases Holdings in Dimensional U.S. Small Cap ETF $DFAS

Discipline Wealth Solutions LLC increased its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 19.7% during the third quarter, according to its most recent filing with the SEC. The fund owned 84,535 shares of the company’s stock after buying an additional 13,929 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for approximately 1.5% of Discipline Wealth Solutions LLC’s portfolio, making the stock its 14th largest holding. Discipline Wealth Solutions LLC owned 0.05% of Dimensional U.S. Small Cap ETF worth $5,787,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Creative Planning boosted its stake in Dimensional U.S. Small Cap ETF by 20.3% in the second quarter. Creative Planning now owns 20,228,460 shares of the company’s stock valued at $1,288,755,000 after acquiring an additional 3,407,436 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of Dimensional U.S. Small Cap ETF by 15.7% in the 2nd quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock worth $396,070,000 after purchasing an additional 841,620 shares during the period. Pure Financial Advisors LLC raised its holdings in shares of Dimensional U.S. Small Cap ETF by 5.6% in the 3rd quarter. Pure Financial Advisors LLC now owns 2,946,324 shares of the company’s stock worth $201,705,000 after purchasing an additional 157,434 shares during the period. Envestnet Asset Management Inc. lifted its stake in Dimensional U.S. Small Cap ETF by 0.8% in the second quarter. Envestnet Asset Management Inc. now owns 2,465,735 shares of the company’s stock valued at $157,092,000 after purchasing an additional 18,649 shares during the last quarter. Finally, TCI Wealth Advisors Inc. grew its holdings in Dimensional U.S. Small Cap ETF by 3.5% during the third quarter. TCI Wealth Advisors Inc. now owns 2,456,384 shares of the company’s stock valued at $168,164,000 after purchasing an additional 83,050 shares during the period.

Dimensional U.S. Small Cap ETF Price Performance

NYSEARCA:DFAS opened at $69.67 on Friday. The business has a fifty day simple moving average of $69.22 and a two-hundred day simple moving average of $67.49. Dimensional U.S. Small Cap ETF has a 1 year low of $51.45 and a 1 year high of $72.46. The company has a market capitalization of $11.72 billion, a P/E ratio of 15.89 and a beta of 1.06.

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.