Enzi Wealth Sells 114,447 Shares of Dimensional U.S. Small Cap ETF $DFAS

Enzi Wealth reduced its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 70.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 47,996 shares of the company’s stock after selling 114,447 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for about 1.3% of Enzi Wealth’s holdings, making the stock its 16th biggest position. Enzi Wealth’s holdings in Dimensional U.S. Small Cap ETF were worth $3,549,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in DFAS. Washington Trust Bank grew its position in Dimensional U.S. Small Cap ETF by 45.9% in the 3rd quarter. Washington Trust Bank now owns 1,149,729 shares of the company’s stock worth $78,710,000 after purchasing an additional 361,707 shares in the last quarter. Great Point Wealth Advisors LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter worth approximately $2,630,000. Birchcreek Wealth Management LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 11.3% during the 3rd quarter. Birchcreek Wealth Management LLC now owns 66,992 shares of the company’s stock worth $4,586,000 after buying an additional 6,800 shares in the last quarter. Concurrent Investment Advisors LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 70.9% in the 3rd quarter. Concurrent Investment Advisors LLC now owns 53,681 shares of the company’s stock worth $3,675,000 after buying an additional 22,265 shares during the last quarter. Finally, Disciplined Equity Management Inc. boosted its stake in shares of Dimensional U.S. Small Cap ETF by 2.3% in the 4th quarter. Disciplined Equity Management Inc. now owns 350,232 shares of the company’s stock worth $24,401,000 after buying an additional 8,029 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Up 2.8%

DFAS stock opened at $71.13 on Wednesday. The firm has a market cap of $12.53 billion, a PE ratio of 15.89 and a beta of 1.06. The business has a 50 day moving average of $73.52 and a 200-day moving average of $70.94. Dimensional U.S. Small Cap ETF has a 12-month low of $51.45 and a 12-month high of $77.04.

Dimensional U.S. Small Cap ETF Company 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.