Dimensional U.S. Small Cap ETF $DFAS Shares Sold by Guardian Wealth Management LLC

Guardian Wealth Management LLC trimmed its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 5.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 321,511 shares of the company’s stock after selling 16,882 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for approximately 7.0% of Guardian Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. Guardian Wealth Management LLC owned 0.17% of Dimensional U.S. Small Cap ETF worth $24,891,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. TCI Wealth Advisors Inc. lifted its position in shares of Dimensional U.S. Small Cap ETF by 1.5% during the first quarter. TCI Wealth Advisors Inc. now owns 2,595,074 shares of the company’s stock worth $184,588,000 after purchasing an additional 39,237 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in Dimensional U.S. Small Cap ETF by 8.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 1,874,508 shares of the company’s stock worth $154,347,000 after buying an additional 151,725 shares in the last quarter. Root Financial Partners LLC lifted its holdings in Dimensional U.S. Small Cap ETF by 17.1% during the 1st quarter. Root Financial Partners LLC now owns 1,586,355 shares of the company’s stock worth $112,837,000 after buying an additional 231,179 shares in the last quarter. Great Waters Wealth Management lifted its holdings in Dimensional U.S. Small Cap ETF by 6.7% during the 3rd quarter. Great Waters Wealth Management now owns 1,227,703 shares of the company’s stock worth $95,049,000 after buying an additional 77,573 shares in the last quarter. Finally, Royal Bank of Canada boosted its position in Dimensional U.S. Small Cap ETF by 4.9% in the 1st quarter. Royal Bank of Canada now owns 1,223,939 shares of the company’s stock valued at $87,060,000 after buying an additional 57,340 shares during the period.

Dimensional U.S. Small Cap ETF Stock Down 1.6%

DFAS stock traded down $1.29 during midday trading on Wednesday, hitting $77.04. The company’s stock had a trading volume of 288,195 shares, compared to its average volume of 499,523. The firm has a 50-day simple moving average of $80.83 and a 200-day simple moving average of $79.10. The firm has a market capitalization of $14.78 billion, a P/E ratio of 15.89 and a beta of 1.03. Dimensional U.S. Small Cap ETF has a 52-week low of $65.03 and a 52-week high of $84.52.

Dimensional U.S. Small Cap ETF 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.