Sax Wealth Advisors LLC Purchases 55,564 Shares of Dimensional U.S. Small Cap ETF $DFAS

Sax Wealth Advisors LLC grew its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 10.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 603,275 shares of the company’s stock after acquiring an additional 55,564 shares during the quarter. Dimensional U.S. Small Cap ETF comprises 1.8% of Sax Wealth Advisors LLC’s portfolio, making the stock its 9th biggest position. Sax Wealth Advisors LLC owned about 0.33% of Dimensional U.S. Small Cap ETF worth $49,674,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in DFAS. Coston McIsaac & Partners lifted its stake in shares of Dimensional U.S. Small Cap ETF by 2.4% in the 1st quarter. Coston McIsaac & Partners now owns 5,975 shares of the company’s stock valued at $425,000 after purchasing an additional 138 shares in the last quarter. Foundations Investment Advisors LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF by 1.8% during the 4th quarter. Foundations Investment Advisors LLC now owns 7,746 shares of the company’s stock worth $540,000 after purchasing an additional 140 shares during the period. Smithfield Trust Co increased its position in Dimensional U.S. Small Cap ETF by 2.6% during the 4th quarter. Smithfield Trust Co now owns 5,955 shares of the company’s stock worth $414,000 after purchasing an additional 150 shares in the last quarter. Montis Financial LLC increased its position in Dimensional U.S. Small Cap ETF by 3.7% during the 4th quarter. Montis Financial LLC now owns 4,734 shares of the company’s stock worth $330,000 after purchasing an additional 170 shares in the last quarter. Finally, Grove Bank & Trust raised its holdings in Dimensional U.S. Small Cap ETF by 26.6% in the second quarter. Grove Bank & Trust now owns 886 shares of the company’s stock valued at $73,000 after buying an additional 186 shares during the period.

Dimensional U.S. Small Cap ETF Stock Up 0.9%

Shares of DFAS stock opened at $83.49 on Friday. The stock has a market cap of $15.75 billion, a price-to-earnings ratio of 15.89 and a beta of 1.02. Dimensional U.S. Small Cap ETF has a fifty-two week low of $64.24 and a fifty-two week high of $84.11. The firm’s 50 day moving average price is $80.75 and its two-hundred day moving average price is $76.81.

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.