EverSource Wealth Advisors LLC Has $3.84 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS

EverSource Wealth Advisors LLC lessened its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 37.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 56,066 shares of the company’s stock after selling 33,770 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $3,838,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. 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 buying an additional 3,407,436 shares in the last quarter. Midwest Trust Co bought a new position in shares of Dimensional U.S. Small Cap ETF in the second quarter worth about $119,350,000. Bank of America Corp DE lifted its holdings in shares of Dimensional U.S. Small Cap ETF by 15.7% in the second quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock worth $396,070,000 after acquiring an additional 841,620 shares during the last quarter. Washington Trust Bank acquired a new stake in shares of Dimensional U.S. Small Cap ETF in the 2nd quarter valued at approximately $50,205,000. Finally, Thrivent Financial for Lutherans grew its holdings in shares of Dimensional U.S. Small Cap ETF by 1,672.9% during the 3rd quarter. Thrivent Financial for Lutherans now owns 529,522 shares of the company’s stock valued at $36,251,000 after purchasing an additional 499,655 shares during the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

DFAS stock opened at $75.28 on Wednesday. The stock has a market cap of $13.26 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06. The company has a 50 day simple moving average of $73.53 and a 200 day simple moving average of $70.18. Dimensional U.S. Small Cap ETF has a 1 year low of $51.45 and a 1 year high of $77.04.

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.