Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) Stake Lifted by Heritage Wealth Management Inc. Texas

Heritage Wealth Management Inc. Texas increased its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 343,192 shares of the company’s stock after buying an additional 11,126 shares during the period. Dimensional U.S. Small Cap ETF comprises approximately 13.1% of Heritage Wealth Management Inc. Texas’ holdings, making the stock its 3rd largest holding. Heritage Wealth Management Inc. Texas owned about 0.26% of Dimensional U.S. Small Cap ETF worth $22,335,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in the business. Black Point Wealth Management boosted its stake in Dimensional U.S. Small Cap ETF by 3.7% in the fourth quarter. Black Point Wealth Management now owns 9,996 shares of the company’s stock valued at $651,000 after acquiring an additional 358 shares in the last quarter. Edge Financial Advisors LLC boosted its position in shares of Dimensional U.S. Small Cap ETF by 7.2% in the 4th quarter. Edge Financial Advisors LLC now owns 16,657 shares of the company’s stock worth $1,084,000 after purchasing an additional 1,112 shares in the last quarter. Avior Wealth Management LLC grew its stake in Dimensional U.S. Small Cap ETF by 2.7% during the 4th quarter. Avior Wealth Management LLC now owns 9,323 shares of the company’s stock worth $607,000 after buying an additional 245 shares during the last quarter. Kraft Asset Management LLC increased its position in Dimensional U.S. Small Cap ETF by 1.0% during the 4th quarter. Kraft Asset Management LLC now owns 64,544 shares of the company’s stock valued at $4,300,000 after buying an additional 660 shares in the last quarter. Finally, Kelleher Financial Advisors raised its stake in Dimensional U.S. Small Cap ETF by 1.0% in the fourth quarter. Kelleher Financial Advisors now owns 48,783 shares of the company’s stock valued at $3,175,000 after buying an additional 498 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS stock opened at $67.90 on Friday. The firm has a market capitalization of $8.83 billion, a price-to-earnings ratio of 12.98 and a beta of 1.13. The stock’s 50-day simple moving average is $67.46 and its 200-day simple moving average is $65.08. Dimensional U.S. Small Cap ETF has a fifty-two week low of $56.87 and a fifty-two week high of $71.78.

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.