Financial Consulate Inc. Has $29.58 Million Position in Dimensional U.S. Small Cap ETF $DFAS

Financial Consulate Inc. boosted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 1.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 424,499 shares of the company’s stock after buying an additional 7,576 shares during the period. Dimensional U.S. Small Cap ETF makes up approximately 4.0% of Financial Consulate Inc.’s portfolio, making the stock its 6th biggest position. Financial Consulate Inc. owned approximately 0.24% of Dimensional U.S. Small Cap ETF worth $29,575,000 at the end of the most recent reporting period.

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

Dimensional U.S. Small Cap ETF Stock Performance

DFAS stock opened at $74.23 on Thursday. The company has a market capitalization of $13.31 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 $51.61 and a 52-week high of $77.04. The business has a 50-day simple moving average of $73.23 and a two-hundred day simple moving average of $71.07.

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.