Curio Wealth LLC Invests $5.55 Million in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Curio Wealth LLC purchased a new stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFASFree Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 85,287 shares of the company’s stock, valued at approximately $5,550,000. Dimensional U.S. Small Cap ETF accounts for 3.0% of Curio Wealth LLC’s portfolio, making the stock its 6th largest position. Curio Wealth LLC owned 0.07% of Dimensional U.S. Small Cap ETF as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the business. Principal Securities Inc. increased its position in Dimensional U.S. Small Cap ETF by 177.0% during the 4th quarter. Principal Securities Inc. now owns 385 shares of the company’s stock worth $25,000 after buying an additional 246 shares during the period. ORG Partners LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF in the fourth quarter valued at about $25,000. Tradewinds Capital Management LLC bought a new position in Dimensional U.S. Small Cap ETF during the fourth quarter worth about $29,000. Truvestments Capital LLC acquired a new stake in Dimensional U.S. Small Cap ETF in the 3rd quarter worth about $38,000. Finally, Rialto Wealth Management LLC bought a new stake in Dimensional U.S. Small Cap ETF in the 4th quarter valued at about $47,000.

Dimensional U.S. Small Cap ETF Trading Up 2.3 %

Shares of DFAS stock opened at $60.14 on Monday. The stock has a market cap of $9.05 billion, a P/E ratio of 16.87 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a 1 year low of $57.33 and a 1 year high of $71.78. The stock has a 50 day simple moving average of $65.15 and a 200 day simple moving average of $65.68.

Dimensional U.S. Small Cap ETF Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding DFAS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional U.S. Small Cap ETF (NYSEARCA:DFASFree Report).

Institutional Ownership by Quarter for Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Receive News & Ratings for Dimensional U.S. Small Cap ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional U.S. Small Cap ETF and related companies with MarketBeat.com's FREE daily email newsletter.