BWM Planning LLC Acquires 9,264 Shares of Dimensional U.S. Small Cap ETF $DFAS

BWM Planning LLC boosted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 14.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 73,264 shares of the company’s stock after buying an additional 9,264 shares during the period. Dimensional U.S. Small Cap ETF makes up about 1.5% of BWM Planning LLC’s investment portfolio, making the stock its 20th largest position. BWM Planning LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $5,016,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of DFAS. Washington Trust Bank increased its position in shares of Dimensional U.S. Small Cap ETF by 45.9% during 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 acquired a new stake in shares of Dimensional U.S. Small Cap ETF during the third quarter worth approximately $2,630,000. Birchcreek Wealth Management LLC increased its holdings in shares of Dimensional U.S. Small Cap ETF by 11.3% during the third quarter. Birchcreek Wealth Management LLC now owns 66,992 shares of the company’s stock worth $4,586,000 after buying an additional 6,800 shares in the last quarter. Concurrent Investment Advisors LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 70.9% in the 3rd quarter. Concurrent Investment Advisors LLC now owns 53,681 shares of the company’s stock worth $3,675,000 after acquiring an additional 22,265 shares in the last quarter. Finally, Barnes Pettey Financial Advisors LLC bought a new stake in Dimensional U.S. Small Cap ETF during the 2nd quarter worth approximately $361,000.

Dimensional U.S. Small Cap ETF Stock Performance

Dimensional U.S. Small Cap ETF stock opened at $74.48 on Friday. The business’s fifty day moving average is $70.95 and its two-hundred day moving average is $68.60. The firm has a market cap of $12.97 billion, a P/E ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a 52 week low of $51.45 and a 52 week high of $76.08.

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.