Summit Trail Advisors LLC Has $978,000 Holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Posted by Jessica Moore on Nov 26th, 2024

Summit Trail Advisors LLC boosted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 24.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,085 shares of the company’s stock after acquiring an additional 2,963 shares during the period. Summit Trail Advisors LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $978,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the company. EdgeRock Capital LLC acquired a new position in Dimensional U.S. Small Cap ETF during the 2nd quarter valued at about $58,000. O Shaughnessy Asset Management LLC grew its stake in shares of Dimensional U.S. Small Cap ETF by 251.4% during the 1st quarter. O Shaughnessy Asset Management LLC now owns 1,114 shares of the company’s stock worth $69,000 after acquiring an additional 797 shares during the period. Northwest Investment Counselors LLC bought a new position in Dimensional U.S. Small Cap ETF during the third quarter worth about $70,000. Ridgewood Investments LLC purchased a new position in Dimensional U.S. Small Cap ETF in the 2nd quarter valued at approximately $80,000. Finally, Aptus Capital Advisors LLC grew its position in shares of Dimensional U.S. Small Cap ETF by 22.3% in the second quarter. Aptus Capital Advisors LLC now owns 1,384 shares of the company’s stock valued at $83,000 after purchasing an additional 252 shares in the last quarter.

Dimensional U.S. Small Cap ETF Trading Up 1.7 %

DFAS stock opened at $71.15 on Tuesday. Dimensional U.S. Small Cap ETF has a 12 month low of $53.27 and a 12 month high of $71.78. The firm has a market capitalization of $9.26 billion, a P/E ratio of 12.98 and a beta of 1.13. The firm has a 50 day moving average of $65.81 and a 200-day moving average of $63.08.

Dimensional U.S. Small Cap ETF Profile

(Free Report)

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.