EP Wealth Advisors LLC Has $13.62 Million Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

EP Wealth Advisors LLC trimmed its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 0.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 209,338 shares of the company’s stock after selling 466 shares during the period. EP Wealth Advisors LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $13,624,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in DFAS. Principal Securities Inc. boosted its position in shares of Dimensional U.S. Small Cap ETF by 177.0% in the 4th quarter. Principal Securities Inc. now owns 385 shares of the company’s stock worth $25,000 after purchasing an additional 246 shares during the last quarter. ORG Partners LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF in the 4th quarter valued at $25,000. Tradewinds Capital Management LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF in the 4th quarter valued at $29,000. Rialto Wealth Management LLC acquired a new stake in Dimensional U.S. Small Cap ETF during the 4th quarter worth $47,000. Finally, Marshall & Sterling Wealth Advisors Inc. bought a new position in Dimensional U.S. Small Cap ETF during the fourth quarter worth about $51,000.

Dimensional U.S. Small Cap ETF Trading Up 0.3 %

NYSEARCA:DFAS opened at $59.12 on Thursday. The stock has a market cap of $9.17 billion, a price-to-earnings ratio of 14.77 and a beta of 1.06. The stock has a 50-day moving average price of $58.39 and a two-hundred day moving average price of $63.98. Dimensional U.S. Small Cap ETF has a 1 year low of $51.45 and a 1 year 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.