Jackson Thornton Wealth Management LLC Grows Stock Holdings in Dimensional U.S. Small Cap ETF $DFAS

Jackson Thornton Wealth Management LLC lifted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 311,179 shares of the company’s stock after purchasing an additional 7,576 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for about 2.0% of Jackson Thornton Wealth Management LLC’s holdings, making the stock its 12th largest holding. Jackson Thornton Wealth Management LLC owned approximately 0.17% of Dimensional U.S. Small Cap ETF worth $23,071,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of DFAS. BIP Wealth LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF in the fourth quarter valued at about $1,054,000. Disciplined Equity Management Inc. boosted its position in shares of Dimensional U.S. Small Cap ETF by 2.3% during the fourth quarter. Disciplined Equity Management Inc. now owns 350,232 shares of the company’s stock valued at $24,401,000 after purchasing an additional 8,029 shares in the last quarter. Discipline Wealth Solutions LLC lifted its position in Dimensional U.S. Small Cap ETF by 9.6% during the fourth quarter. Discipline Wealth Solutions LLC now owns 92,650 shares of the company’s stock valued at $6,455,000 after buying an additional 8,115 shares during the period. MBA Advisors LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 10.9% during the 4th quarter. MBA Advisors LLC now owns 94,481 shares of the company’s stock valued at $6,582,000 after buying an additional 9,256 shares in the last quarter. Finally, Fischer Investment Strategies LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF during the 4th quarter valued at $3,538,000.

Dimensional U.S. Small Cap ETF Price Performance

Shares of Dimensional U.S. Small Cap ETF stock opened at $80.93 on Wednesday. The company has a 50-day moving average of $78.82 and a 200 day moving average of $75.29. The firm has a market cap of $14.98 billion, a price-to-earnings ratio of 15.89 and a beta of 1.01. Dimensional U.S. Small Cap ETF has a 1 year low of $62.61 and a 1 year high of $82.91.

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.