Forum Financial Management LP Raises Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Forum Financial Management LP lifted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 5.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 153,833 shares of the company’s stock after buying an additional 7,795 shares during the period. Forum Financial Management LP’s holdings in Dimensional U.S. Small Cap ETF were worth $10,531,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in DFAS. Montz Harcus Wealth Management LLC increased its stake in Dimensional U.S. Small Cap ETF by 4.9% during the second 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 during the last quarter. Tradewinds Capital Management LLC increased its position in shares of Dimensional U.S. Small Cap ETF by 38.6% during the 3rd quarter. Tradewinds Capital Management LLC now owns 610 shares of the company’s stock valued at $42,000 after purchasing an additional 170 shares during the last quarter. IFG Advisors LLC raised its holdings in Dimensional U.S. Small Cap ETF by 1.4% during the 2nd quarter. IFG Advisors LLC now owns 12,252 shares of the company’s stock valued at $781,000 after buying an additional 175 shares during the period. Montis Financial LLC raised its holdings in Dimensional U.S. Small Cap ETF by 3.2% during the 2nd quarter. Montis Financial LLC now owns 5,689 shares of the company’s stock valued at $362,000 after buying an additional 177 shares during the period. Finally, Lauer Wealth LLC lifted its position in 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 worth $2,521,000 after buying an additional 178 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Up 0.8%

DFAS stock opened at $73.43 on Friday. Dimensional U.S. Small Cap ETF has a twelve month low of $51.45 and a twelve month high of $73.62. The stock has a market capitalization of $12.74 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06. The firm’s fifty day simple moving average is $69.63 and its two-hundred day simple moving average is $67.94.

Dimensional U.S. Small Cap ETF 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.