Navigate Wealth Management LLC Invests $5.38 Million in Dimensional U.S. Small Cap ETF $DFAS

Navigate Wealth Management LLC acquired a new stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 69,984 shares of the company’s stock, valued at approximately $5,379,000. Dimensional U.S. Small Cap ETF makes up about 3.8% of Navigate Wealth Management LLC’s portfolio, making the stock its 8th largest position.

Other hedge funds have also made changes to their positions in the company. Coston McIsaac & Partners lifted its position in Dimensional U.S. Small Cap ETF by 2.4% in the first quarter. Coston McIsaac & Partners now owns 5,975 shares of the company’s stock worth $425,000 after purchasing an additional 138 shares during the period. Foundations Investment Advisors LLC increased its position in shares of Dimensional U.S. Small Cap ETF by 1.8% during the 4th quarter. Foundations Investment Advisors LLC now owns 7,746 shares of the company’s stock valued at $540,000 after purchasing an additional 140 shares during the period. Smithfield Trust Co increased its position 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 valued at $414,000 after purchasing an additional 150 shares during the period. Montis Financial LLC increased its position 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 valued at $330,000 after purchasing an additional 170 shares during the period. Finally, Leonard Rickey Investment Advisors P.L.L.C. raised its stake in shares of Dimensional U.S. Small Cap ETF by 3.4% in 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 buying an additional 175 shares in the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

Shares of Dimensional U.S. Small Cap ETF stock opened at $81.12 on Monday. The firm has a market cap of $15.05 billion, a price-to-earnings ratio of 15.89 and a beta of 1.01. The business has a fifty day simple moving average of $79.07 and a 200-day simple moving average of $75.50. Dimensional U.S. Small Cap ETF has a fifty-two week low of $62.61 and a fifty-two week 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.