Colony Family Offices LLC Has $3.46 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Colony Family Offices LLC raised its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 20.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 49,646 shares of the company’s stock after purchasing an additional 8,599 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for 0.9% of Colony Family Offices LLC’s portfolio, making the stock its 19th largest holding. Colony Family Offices LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $3,459,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. HHM Wealth Advisors LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the third quarter valued at approximately $26,000. Flagship Harbor Advisors LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the fourth quarter valued at approximately $39,000. Tradewinds Capital Management LLC boosted its holdings in Dimensional U.S. Small Cap ETF by 38.6% during the third quarter. Tradewinds Capital Management LLC now owns 610 shares of the company’s stock valued at $42,000 after purchasing an additional 170 shares in the last quarter. Quent Capital LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the third quarter valued at approximately $48,000. Finally, Vestwell Advisors LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the third quarter valued at approximately $48,000.

Dimensional U.S. Small Cap ETF Trading Down 0.7%

NYSEARCA DFAS opened at $74.14 on Friday. The stock’s 50 day moving average is $73.26 and its two-hundred day moving average is $71.13. The company has a market capitalization of $13.33 billion, a price-to-earnings ratio of 15.89 and a beta of 1.05. Dimensional U.S. Small Cap ETF has a 1-year low of $53.56 and a 1-year high of $77.04.

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.