Cascade Wealth Advisors Inc Has $6.84 Million Holdings in Dimensional U.S. Small Cap ETF $DFAS

Cascade Wealth Advisors Inc grew its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 21.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 100,158 shares of the company’s stock after acquiring an additional 17,576 shares during the period. Dimensional U.S. Small Cap ETF accounts for about 3.4% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 11th biggest position. Cascade Wealth Advisors Inc’s holdings in Dimensional U.S. Small Cap ETF were worth $6,835,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of DFAS. AQR Capital Management LLC raised its position in Dimensional U.S. Small Cap ETF by 30.3% in the 1st quarter. AQR Capital Management LLC now owns 35,688 shares of the company’s stock worth $2,132,000 after purchasing an additional 8,299 shares during the last quarter. Jane Street Group LLC acquired a new stake in shares of Dimensional U.S. Small Cap ETF in the 1st quarter valued at $4,677,000. Hantz Financial Services Inc. bought a new stake in Dimensional U.S. Small Cap ETF during the 2nd quarter worth about $46,000. Assetmark Inc. lifted its holdings in Dimensional U.S. Small Cap ETF by 17.0% in the second quarter. Assetmark Inc. now owns 2,489 shares of the company’s stock valued at $159,000 after buying an additional 362 shares during the period. Finally, IFG Advisory LLC grew its holdings in Dimensional U.S. Small Cap ETF by 26.4% during the 2nd quarter. IFG Advisory LLC now owns 17,530 shares of the company’s stock worth $1,117,000 after acquiring an additional 3,656 shares during the period.

Dimensional U.S. Small Cap ETF Trading Down 1.2%

NYSEARCA DFAS opened at $75.08 on Monday. Dimensional U.S. Small Cap ETF has a 12 month low of $51.45 and a 12 month high of $77.04. The stock has a 50-day simple moving average of $73.82 and a 200 day simple moving average of $70.38. The company has a market capitalization of $13.22 billion, a PE ratio of 15.89 and a beta of 1.06.

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.