Stone Summit Wealth LLC Grows Holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Stone Summit Wealth LLC increased its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 5.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 7,107 shares of the company’s stock after acquiring an additional 370 shares during the quarter. Stone Summit Wealth LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $463,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in DFAS. Kingsview Wealth Management LLC increased its position in shares of Dimensional U.S. Small Cap ETF by 14.1% in the 4th quarter. Kingsview Wealth Management LLC now owns 35,609 shares of the company’s stock worth $2,317,000 after purchasing an additional 4,391 shares during the last quarter. Apollon Wealth Management LLC grew its stake in Dimensional U.S. Small Cap ETF by 16.0% in the fourth quarter. Apollon Wealth Management LLC now owns 10,384 shares of the company’s stock worth $676,000 after purchasing an additional 1,435 shares in the last quarter. Aurelius Family Office LLC bought a new stake in Dimensional U.S. Small Cap ETF in the fourth quarter valued at about $4,646,000. SC&H Financial Advisors Inc. increased its holdings in Dimensional U.S. Small Cap ETF by 7.4% in the fourth quarter. SC&H Financial Advisors Inc. now owns 55,548 shares of the company’s stock valued at $3,615,000 after buying an additional 3,835 shares during the last quarter. Finally, Platform Technology Partners raised its stake in Dimensional U.S. Small Cap ETF by 9.7% during the fourth quarter. Platform Technology Partners now owns 47,302 shares of the company’s stock valued at $3,078,000 after buying an additional 4,163 shares in the last quarter.

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

Shares of DFAS opened at $66.79 on Monday. The firm has a market cap of $8.69 billion, a price-to-earnings ratio of 12.98 and a beta of 1.13. Dimensional U.S. Small Cap ETF has a 52 week low of $57.33 and a 52 week high of $71.78. The stock has a 50 day moving average of $67.02 and a 200-day moving average of $65.47.

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.