Forza Wealth Management LLC Raises Holdings in Dimensional U.S. Small Cap ETF $DFAS

Forza Wealth Management LLC boosted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 7.3% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 102,700 shares of the company’s stock after purchasing an additional 6,980 shares during the period. Dimensional U.S. Small Cap ETF comprises 2.5% of Forza Wealth Management LLC’s holdings, making the stock its 5th largest position. Forza Wealth Management LLC owned about 0.06% of Dimensional U.S. Small Cap ETF worth $7,305,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Coston McIsaac & Partners increased its position in Dimensional U.S. Small Cap ETF by 2.4% during the first quarter. Coston McIsaac & Partners now owns 5,975 shares of the company’s stock worth $425,000 after buying an additional 138 shares during the last quarter. Foundations Investment Advisors LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 1.8% in the fourth quarter. Foundations Investment Advisors LLC now owns 7,746 shares of the company’s stock valued at $540,000 after buying an additional 140 shares during the last quarter. Smithfield Trust Co boosted its stake in shares of Dimensional U.S. Small Cap ETF by 2.6% during the 4th quarter. Smithfield Trust Co now owns 5,955 shares of the company’s stock worth $414,000 after acquiring an additional 150 shares during the period. Montis Financial LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 3.7% during the 4th quarter. Montis Financial LLC now owns 4,734 shares of the company’s stock worth $330,000 after acquiring an additional 170 shares during the period. Finally, Leonard Rickey Investment Advisors P.L.L.C. boosted its stake in shares of Dimensional U.S. Small Cap ETF by 3.4% during the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 5,375 shares of the company’s stock worth $374,000 after acquiring an additional 175 shares during the period.

Dimensional U.S. Small Cap ETF Trading Up 1.3%

DFAS stock opened at $81.08 on Friday. Dimensional U.S. Small Cap ETF has a 1-year low of $62.61 and a 1-year high of $82.91. The business’s 50 day simple moving average is $78.97 and its 200 day simple moving average is $75.43. The firm has a market capitalization of $15.01 billion, a PE ratio of 15.89 and a beta of 1.01.

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.