Colony Family Offices LLC Boosts Stake in Dimensional U.S. Small Cap ETF $DFAS

Colony Family Offices LLC raised its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 14.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,286 shares of the company’s stock after purchasing an additional 7,405 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for approximately 1.1% of Colony Family Offices LLC’s portfolio, making the stock its 18th largest position. Colony Family Offices LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $4,799,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in DFAS. Northwest Wealth Advisors LLC acquired a new position in Dimensional U.S. Small Cap ETF in the 4th quarter valued at about $899,000. Tassel Capital Management Inc. lifted its position in shares of Dimensional U.S. Small Cap ETF by 6.2% during the fourth quarter. Tassel Capital Management Inc. now owns 265,846 shares of the company’s stock worth $18,521,000 after purchasing an additional 15,440 shares in the last quarter. Johnson Wealth Management LLC acquired a new stake in shares of Dimensional U.S. Small Cap ETF during the fourth quarter worth about $2,367,000. Financial Synergies Wealth Advisors Inc. boosted its stake in shares of Dimensional U.S. Small Cap ETF by 3.3% in the fourth quarter. Financial Synergies Wealth Advisors Inc. now owns 281,559 shares of the company’s stock valued at $19,616,000 after purchasing an additional 8,890 shares during the period. Finally, Harbour Investments Inc. grew its holdings in shares of Dimensional U.S. Small Cap ETF by 647.0% in the fourth quarter. Harbour Investments Inc. now owns 162,106 shares of the company’s stock valued at $11,294,000 after purchasing an additional 140,404 shares in the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS stock opened at $81.51 on Wednesday. Dimensional U.S. Small Cap ETF has a fifty-two week low of $65.03 and a fifty-two week high of $84.52. The company has a 50 day moving average price of $82.01 and a 200 day moving average price of $78.03. The stock has a market capitalization of $15.37 billion, a P/E ratio of 15.89 and a beta of 1.02.

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.