Bannerman Wealth Management Group LLC Has $12.06 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Bannerman Wealth Management Group LLC lifted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 173,048 shares of the company’s stock after buying an additional 7,805 shares during the quarter. Dimensional U.S. Small Cap ETF makes up about 8.5% of Bannerman Wealth Management Group LLC’s investment portfolio, making the stock its 4th largest position. Bannerman Wealth Management Group LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $12,056,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. HHM Wealth Advisors LLC bought a new stake in Dimensional U.S. Small Cap ETF in the 3rd quarter valued at $26,000. Tradewinds Capital Management LLC lifted its stake in Dimensional U.S. Small Cap ETF by 38.6% in the 3rd quarter. Tradewinds Capital Management LLC now owns 610 shares of the company’s stock worth $42,000 after purchasing an additional 170 shares in the last quarter. Quent Capital LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at about $48,000. Vestwell Advisors LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at about $48,000. Finally, Russell Investments Group Ltd. purchased a new position in shares of Dimensional U.S. Small Cap ETF during the second quarter valued at about $58,000.

Dimensional U.S. Small Cap ETF Trading Down 1.7%

Shares of DFAS stock opened at $69.24 on Friday. Dimensional U.S. Small Cap ETF has a 12-month low of $51.45 and a 12-month high of $77.04. The stock’s 50-day moving average price is $73.99 and its 200-day moving average price is $70.80. The stock has a market capitalization of $12.19 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06.

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.