Curio Wealth LLC Buys 9,826 Shares of Dimensional U.S. Small Cap ETF $DFAS

Curio Wealth LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 9.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 115,989 shares of the company’s stock after buying an additional 9,826 shares during the period. Dimensional U.S. Small Cap ETF comprises 2.9% of Curio Wealth LLC’s investment portfolio, making the stock its 6th largest holding. Curio Wealth LLC owned about 0.07% of Dimensional U.S. Small Cap ETF worth $8,263,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of DFAS. Flagship Harbor Advisors LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the 4th quarter worth about $39,000. Rothschild Investment LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the 4th quarter worth about $41,000. Vestwell Advisors LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the 3rd quarter worth about $48,000. Russell Investments Group Ltd. acquired a new stake in Dimensional U.S. Small Cap ETF during the 2nd quarter worth about $58,000. Finally, Core Wealth Advisors LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the 4th quarter worth about $59,000.

Dimensional U.S. Small Cap ETF Price Performance

NYSEARCA DFAS opened at $79.24 on Friday. The company has a 50 day simple moving average of $75.81 and a 200-day simple moving average of $73.49. The firm has a market capitalization of $14.39 billion, a price-to-earnings ratio of 15.89 and a beta of 1.02. Dimensional U.S. Small Cap ETF has a 52-week low of $61.38 and a 52-week high of $79.41.

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.