Cascade Wealth Advisors Inc Acquires 17,576 Shares of Dimensional U.S. Small Cap ETF $DFAS

Cascade Wealth Advisors Inc boosted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 21.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 100,158 shares of the company’s stock after acquiring an additional 17,576 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for about 3.4% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 11th biggest position. Cascade Wealth Advisors Inc owned about 0.06% of Dimensional U.S. Small Cap ETF worth $6,835,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Astra Wealth Partners LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter worth approximately $297,000. Finemark National Bank & Trust raised its stake in Dimensional U.S. Small Cap ETF by 107.3% during the third quarter. Finemark National Bank & Trust now owns 35,669 shares of the company’s stock worth $2,442,000 after acquiring an additional 18,460 shares in the last quarter. Pinnacle Financial Group LLC IL lifted its holdings in shares of Dimensional U.S. Small Cap ETF by 2.5% during the third quarter. Pinnacle Financial Group LLC IL now owns 113,421 shares of the company’s stock valued at $7,765,000 after acquiring an additional 2,811 shares during the period. Huntington National Bank boosted its stake in shares of Dimensional U.S. Small Cap ETF by 38.0% in the 3rd quarter. Huntington National Bank now owns 3,760 shares of the company’s stock valued at $257,000 after purchasing an additional 1,036 shares in the last quarter. Finally, Mosaic Family Wealth Partners LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF by 16.1% in the 3rd quarter. Mosaic Family Wealth Partners LLC now owns 7,224 shares of the company’s stock worth $493,000 after purchasing an additional 1,003 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Down 1.2%

Shares of DFAS stock opened at $75.08 on Monday. The company has a market capitalization of $13.22 billion, a P/E ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a 12-month low of $51.45 and a 12-month high of $77.04. The firm has a 50-day moving average price of $73.82 and a 200 day moving average price of $70.38.

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.