Factor Wealth Management LTD Reduces Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Factor Wealth Management LTD decreased its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 6.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 238,166 shares of the company’s stock after selling 16,192 shares during the quarter. Dimensional U.S. Small Cap ETF comprises approximately 3.2% of Factor Wealth Management LTD’s holdings, making the stock its 6th largest position. Factor Wealth Management LTD owned approximately 0.13% of Dimensional U.S. Small Cap ETF worth $16,941,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of DFAS. Creative Planning raised its position in Dimensional U.S. Small Cap ETF by 12.1% in the third quarter. Creative Planning now owns 22,684,991 shares of the company’s stock worth $1,553,014,000 after acquiring an additional 2,456,531 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in shares of Dimensional U.S. Small Cap ETF by 300.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,378,611 shares of the company’s stock valued at $165,718,000 after purchasing an additional 1,784,207 shares in the last quarter. Vise Technologies Inc. boosted its position in shares of Dimensional U.S. Small Cap ETF by 216.8% during the 4th quarter. Vise Technologies Inc. now owns 1,257,727 shares of the company’s stock valued at $87,626,000 after purchasing an additional 860,746 shares in the last quarter. Bank of America Corp DE boosted its position in shares of Dimensional U.S. Small Cap ETF by 15.7% during the 2nd 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. acquired a new position in shares of Dimensional U.S. Small Cap ETF in the 4th quarter worth approximately $31,755,000.

Dimensional U.S. Small Cap ETF Price Performance

NYSEARCA DFAS opened at $80.52 on Thursday. The company’s 50 day simple moving average is $77.88 and its 200 day simple moving average is $74.61. Dimensional U.S. Small Cap ETF has a 12 month low of $62.61 and a 12 month high of $81.61. The company has a market capitalization of $14.62 billion, a P/E ratio of 15.89 and a beta of 1.02.

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.