Forum Financial Management LP Grows Stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Forum Financial Management LP lifted its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 15.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 149,086 shares of the company’s stock after acquiring an additional 19,934 shares during the quarter. Forum Financial Management LP owned approximately 0.11% of Dimensional U.S. Small Cap ETF worth $9,703,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Freedom Investment Management Inc. boosted its position in Dimensional U.S. Small Cap ETF by 0.6% during the 4th quarter. Freedom Investment Management Inc. now owns 50,027 shares of the company’s stock valued at $3,256,000 after acquiring an additional 314 shares in the last quarter. Bridge Generations Wealth Management LLC bought a new position in Dimensional U.S. Small Cap ETF in the fourth quarter worth $66,000. Strategic Investment Solutions Inc. IL lifted its position in Dimensional U.S. Small Cap ETF by 8.3% during the fourth quarter. Strategic Investment Solutions Inc. IL now owns 61,921 shares of the company’s stock valued at $3,820,000 after buying an additional 4,724 shares during the period. Main Street Financial Solutions LLC grew its position in shares of Dimensional U.S. Small Cap ETF by 12.6% in the 4th quarter. Main Street Financial Solutions LLC now owns 63,176 shares of the company’s stock worth $4,111,000 after buying an additional 7,060 shares during the period. Finally, Mariner LLC increased its stake in shares of Dimensional U.S. Small Cap ETF by 11.0% in the 4th quarter. Mariner LLC now owns 370,978 shares of the company’s stock worth $24,143,000 after acquiring an additional 36,690 shares in the last quarter.

Dimensional U.S. Small Cap ETF Stock Up 1.0 %

Dimensional U.S. Small Cap ETF stock opened at $55.67 on Friday. The stock’s 50 day moving average is $60.58 and its 200 day moving average is $64.66. The company has a market capitalization of $8.58 billion, a P/E ratio of 15.09 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a twelve month low of $51.45 and a twelve month high of $71.78.

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.