Confluence Wealth Services Inc. Has $64.75 Million Stock Holdings in Dimensional U.S. Small Cap ETF $DFAS

Confluence Wealth Services Inc. grew its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 6.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 945,735 shares of the company’s stock after buying an additional 60,950 shares during the period. Dimensional U.S. Small Cap ETF comprises 3.2% of Confluence Wealth Services Inc.’s portfolio, making the stock its 7th largest position. Confluence Wealth Services Inc. owned 0.56% of Dimensional U.S. Small Cap ETF worth $64,745,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the company. Creative Planning increased its stake in Dimensional U.S. Small Cap ETF by 20.3% during the second quarter. Creative Planning now owns 20,228,460 shares of the company’s stock valued at $1,288,755,000 after purchasing an additional 3,407,436 shares during the last quarter. Midwest Trust Co bought a new stake in shares of Dimensional U.S. Small Cap ETF during the 2nd quarter valued at about $119,350,000. Bank of America Corp DE raised its stake in Dimensional U.S. Small Cap ETF by 15.7% during the second quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock worth $396,070,000 after acquiring an additional 841,620 shares during the period. Washington Trust Bank bought a new position in Dimensional U.S. Small Cap ETF in the second quarter worth about $50,205,000. Finally, Elser Financial Planning Inc boosted its stake in Dimensional U.S. Small Cap ETF by 3,085.0% in the second quarter. Elser Financial Planning Inc now owns 620,025 shares of the company’s stock valued at $39,880,000 after acquiring an additional 600,558 shares during the period.

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

Shares of Dimensional U.S. Small Cap ETF stock opened at $74.52 on Friday. Dimensional U.S. Small Cap ETF has a twelve month low of $51.45 and a twelve month high of $74.97. The stock has a market capitalization of $12.95 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06. The business’s 50 day simple moving average is $70.28 and its 200-day simple moving average is $68.27.

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.