Goepper Burkhardt LLC Raises Holdings in Dimensional U.S. Small Cap ETF $DFAS

Goepper Burkhardt LLC lifted its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 63.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 33,097 shares of the company’s stock after acquiring an additional 12,877 shares during the quarter. Dimensional U.S. Small Cap ETF makes up 0.8% of Goepper Burkhardt LLC’s investment portfolio, making the stock its 24th largest position. Goepper Burkhardt LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $2,354,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Ascentis Independent Advisors purchased a new stake in Dimensional U.S. Small Cap ETF during the first quarter valued at about $28,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF in the fourth quarter worth about $33,000. Flagship Harbor Advisors LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF in the fourth quarter worth about $39,000. Rothschild Investment LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF in the fourth quarter worth about $41,000. Finally, Russell Investments Group Ltd. bought a new stake in shares of Dimensional U.S. Small Cap ETF in the second quarter valued at approximately $58,000.

Dimensional U.S. Small Cap ETF Trading Up 1.0%

Shares of DFAS stock opened at $81.30 on Wednesday. The firm’s 50 day moving average is $79.55 and its 200 day moving average is $76.01. The stock has a market capitalization of $15.27 billion, a P/E ratio of 15.89 and a beta of 1.01. Dimensional U.S. Small Cap ETF has a 12 month low of $62.61 and a 12 month high of $82.91.

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.