Great Waters Wealth Management Increases Stake in Dimensional U.S. Small Cap ETF $DFAS

Great Waters Wealth Management raised its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,150,130 shares of the company’s stock after acquiring an additional 53,556 shares during the quarter. Dimensional U.S. Small Cap ETF makes up 8.8% of Great Waters Wealth Management’s investment portfolio, making the stock its 4th largest position. Great Waters Wealth Management’s holdings in Dimensional U.S. Small Cap ETF were worth $94,702,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of DFAS. Ascentis Independent Advisors bought a new stake in shares of Dimensional U.S. Small Cap ETF in the first quarter worth about $28,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Dimensional U.S. Small Cap ETF during the 4th quarter valued at approximately $33,000. Vestwell Advisors LLC bought a new position in Dimensional U.S. Small Cap ETF during the 1st quarter valued at approximately $37,000. Flagship Harbor Advisors LLC purchased a new stake in Dimensional U.S. Small Cap ETF in the 4th quarter worth approximately $39,000. Finally, Rothschild Investment LLC purchased a new stake in Dimensional U.S. Small Cap ETF in the 4th quarter worth approximately $41,000.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS stock opened at $83.49 on Monday. Dimensional U.S. Small Cap ETF has a fifty-two week low of $64.24 and a fifty-two week high of $84.11. The firm has a market cap of $15.75 billion, a P/E ratio of 15.89 and a beta of 1.02. The business’s 50 day moving average price is $80.75 and its 200-day moving average price is $76.82.

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.