Financial Synergies Wealth Advisors Inc. Has $19.62 Million Holdings in Dimensional U.S. Small Cap ETF $DFAS

Financial Synergies Wealth Advisors Inc. grew its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 3.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 281,559 shares of the company’s stock after buying an additional 8,890 shares during the quarter. Dimensional U.S. Small Cap ETF makes up approximately 1.9% of Financial Synergies Wealth Advisors Inc.’s portfolio, making the stock its 12th largest holding. Financial Synergies Wealth Advisors Inc.’s holdings in Dimensional U.S. Small Cap ETF were worth $19,616,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Prevail Innovative Wealth Advisors LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 16.4% in the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 31,320 shares of the company’s stock worth $2,182,000 after buying an additional 4,416 shares during the last quarter. CWS Financial Advisors LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 3.9% in the fourth quarter. CWS Financial Advisors LLC now owns 13,566 shares of the company’s stock worth $945,000 after buying an additional 514 shares during the last quarter. Forum Private Client Group LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 2.5% in the fourth quarter. Forum Private Client Group LLC now owns 288,650 shares of the company’s stock worth $20,110,000 after buying an additional 6,943 shares during the last quarter. Legacy Financial Group Inc. lifted its position in shares of Dimensional U.S. Small Cap ETF by 3.0% in the fourth quarter. Legacy Financial Group Inc. now owns 43,611 shares of the company’s stock worth $3,038,000 after buying an additional 1,272 shares during the last quarter. Finally, Pinkerton Wealth LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 2.6% in the fourth quarter. Pinkerton Wealth LLC now owns 95,894 shares of the company’s stock worth $6,681,000 after buying an additional 2,406 shares during the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

Shares of NYSEARCA:DFAS opened at $76.68 on Thursday. Dimensional U.S. Small Cap ETF has a fifty-two week low of $59.74 and a fifty-two week high of $78.67. The business has a 50-day moving average of $74.11 and a two-hundred day moving average of $72.67. The stock has a market capitalization of $13.93 billion, a P/E ratio of 15.89 and a beta of 1.04.

Dimensional U.S. Small Cap ETF Company 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.