Corient Private Wealth LLC Raises Position in Dimensional U.S. Small Cap ETF $DFAS

Corient Private Wealth LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 119.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 606,555 shares of the company’s stock after buying an additional 330,335 shares during the period. Corient Private Wealth LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $42,259,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Creative Planning raised its holdings in shares of Dimensional U.S. Small Cap ETF by 12.1% in the 3rd quarter. Creative Planning now owns 22,684,991 shares of the company’s stock valued at $1,553,014,000 after acquiring an additional 2,456,531 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Dimensional U.S. Small Cap ETF by 300.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,378,611 shares of the company’s stock worth $165,718,000 after purchasing an additional 1,784,207 shares in the last quarter. Vise Technologies Inc. increased its position in shares of Dimensional U.S. Small Cap ETF by 216.8% in the fourth quarter. Vise Technologies Inc. now owns 1,257,727 shares of the company’s stock worth $87,626,000 after purchasing an additional 860,746 shares during the last quarter. Bank of America Corp DE raised its stake in Dimensional U.S. Small Cap ETF by 15.7% in the second quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock valued at $396,070,000 after purchasing an additional 841,620 shares in the last quarter. Finally, Richard Young Associates Ltd. purchased a new stake in Dimensional U.S. Small Cap ETF in the fourth quarter valued at approximately $31,755,000.

Dimensional U.S. Small Cap ETF Price Performance

Shares of Dimensional U.S. Small Cap ETF stock opened at $80.35 on Monday. Dimensional U.S. Small Cap ETF has a 1 year low of $61.38 and a 1 year high of $81.61. The firm has a market cap of $14.59 billion, a PE ratio of 15.89 and a beta of 1.02. The company has a 50 day simple moving average of $77.54 and a two-hundred day simple moving average of $74.39.

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.