HFG Wealth Management LLC Invests $1.58 Million in Dimensional U.S. Small Cap ETF $DFAS

HFG Wealth Management LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 24,762 shares of the company’s stock, valued at approximately $1,578,000. Dimensional U.S. Small Cap ETF comprises about 0.8% of HFG Wealth Management LLC’s investment portfolio, making the stock its 27th largest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in DFAS. Montz Harcus Wealth Management LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 4.9% in the 2nd quarter. Montz Harcus Wealth Management LLC now owns 3,534 shares of the company’s stock worth $225,000 after acquiring an additional 164 shares in the last quarter. IFG Advisors LLC boosted its stake in Dimensional U.S. Small Cap ETF by 1.4% in the second quarter. IFG Advisors LLC now owns 12,252 shares of the company’s stock worth $781,000 after purchasing an additional 175 shares in the last quarter. Montis Financial LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF by 3.2% during the second quarter. Montis Financial LLC now owns 5,689 shares of the company’s stock worth $362,000 after purchasing an additional 177 shares during the last quarter. Lauer Wealth LLC increased its stake in shares of Dimensional U.S. Small Cap ETF by 0.5% in the second quarter. Lauer Wealth LLC now owns 39,160 shares of the company’s stock valued at $2,521,000 after buying an additional 178 shares in the last quarter. Finally, SouthState Corp raised its holdings in shares of Dimensional U.S. Small Cap ETF by 11.5% in the second quarter. SouthState Corp now owns 1,887 shares of the company’s stock valued at $120,000 after buying an additional 195 shares during the last quarter.

Dimensional U.S. Small Cap ETF Trading Down 0.3%

Shares of DFAS stock opened at $71.25 on Tuesday. The firm’s 50 day moving average is $68.56 and its 200-day moving average is $66.79. Dimensional U.S. Small Cap ETF has a 1 year low of $51.45 and a 1 year high of $72.46. The firm has a market capitalization of $11.98 billion, a price-to-earnings 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.