Enzi Wealth Has $3.55 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Enzi Wealth lessened its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 70.5% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 47,996 shares of the company’s stock after selling 114,447 shares during the quarter. Dimensional U.S. Small Cap ETF makes up approximately 1.3% of Enzi Wealth’s investment portfolio, making the stock its 16th largest holding. Enzi Wealth’s holdings in Dimensional U.S. Small Cap ETF were worth $3,549,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Great Waters Wealth Management increased its position in shares of Dimensional U.S. Small Cap ETF by 12.5% during the fourth quarter. Great Waters Wealth Management now owns 1,049,586 shares of the company’s stock worth $73,125,000 after buying an additional 116,888 shares during the period. Hartmann Taylor Wealth Management LLC lifted its holdings in Dimensional U.S. Small Cap ETF by 12.9% in the fourth quarter. Hartmann Taylor Wealth Management LLC now owns 44,706 shares of the company’s stock valued at $3,115,000 after buying an additional 5,091 shares during the period. Parkwoods Wealth Partners LLC boosted its position in Dimensional U.S. Small Cap ETF by 2.0% during the fourth quarter. Parkwoods Wealth Partners LLC now owns 267,844 shares of the company’s stock valued at $18,661,000 after acquiring an additional 5,218 shares during the last quarter. Sollinda Capital Management LLC boosted its position in Dimensional U.S. Small Cap ETF by 35.5% during the fourth quarter. Sollinda Capital Management LLC now owns 21,011 shares of the company’s stock valued at $1,464,000 after acquiring an additional 5,502 shares during the last quarter. Finally, McGlone Suttner Wealth Management Inc. grew its holdings in Dimensional U.S. Small Cap ETF by 3.1% during the 4th quarter. McGlone Suttner Wealth Management Inc. now owns 209,240 shares of the company’s stock worth $14,578,000 after acquiring an additional 6,384 shares during the period.

Dimensional U.S. Small Cap ETF Trading Up 2.8%

DFAS stock opened at $71.13 on Wednesday. The stock has a 50-day moving average price of $73.52 and a 200-day moving average price of $70.94. Dimensional U.S. Small Cap ETF has a 1-year low of $51.45 and a 1-year high of $77.04. The firm has a market cap of $12.53 billion, a PE ratio of 15.89 and a beta of 1.06.

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.