Dimensional U.S. Small Cap ETF $DFAS Shares Sold by Envision Financial Planning LLC

Envision Financial Planning LLC reduced its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 8.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 134,494 shares of the company’s stock after selling 11,656 shares during the quarter. Dimensional U.S. Small Cap ETF comprises approximately 4.0% of Envision Financial Planning LLC’s portfolio, making the stock its 11th biggest holding. Envision Financial Planning LLC owned approximately 0.08% of Dimensional U.S. Small Cap ETF worth $8,569,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in DFAS. Creative Planning lifted its holdings in Dimensional U.S. Small Cap ETF by 20.3% in the 2nd quarter. Creative Planning now owns 20,228,460 shares of the company’s stock valued at $1,288,755,000 after purchasing an additional 3,407,436 shares in the last quarter. Midwest Trust Co purchased a new stake in shares of Dimensional U.S. Small Cap ETF during the second quarter worth about $119,350,000. Bank of America Corp DE raised its position in shares of Dimensional U.S. Small Cap ETF by 15.7% in the second quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock valued at $396,070,000 after buying an additional 841,620 shares during the last quarter. Washington Trust Bank purchased a new position in shares of Dimensional U.S. Small Cap ETF during the second quarter valued at approximately $50,205,000. Finally, Elser Financial Planning Inc lifted its stake in shares of Dimensional U.S. Small Cap ETF by 3,085.0% during the second quarter. Elser Financial Planning Inc now owns 620,025 shares of the company’s stock valued at $39,880,000 after buying an additional 600,558 shares during the period.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of NYSEARCA DFAS opened at $71.48 on Friday. The firm has a market cap of $12.02 billion, a P/E ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a 1 year low of $51.45 and a 1 year high of $72.46. The firm’s 50 day moving average price is $68.51 and its 200 day moving average price is $66.65.

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.