Avior Wealth Management LLC Increases Stock Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Avior Wealth Management LLC increased its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 9,323 shares of the company’s stock after purchasing an additional 245 shares during the period. Avior Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $607,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Creative Planning boosted its position in shares of Dimensional U.S. Small Cap ETF by 5.7% in the 2nd quarter. Creative Planning now owns 11,340,947 shares of the company’s stock worth $681,364,000 after purchasing an additional 614,982 shares in the last quarter. Pure Financial Advisors LLC boosted its holdings in Dimensional U.S. Small Cap ETF by 30.3% in the third quarter. Pure Financial Advisors LLC now owns 2,368,193 shares of the company’s stock worth $153,601,000 after acquiring an additional 550,116 shares in the last quarter. Divergent Planning LLC grew its stake in shares of Dimensional U.S. Small Cap ETF by 187.0% during the fourth quarter. Divergent Planning LLC now owns 455,407 shares of the company’s stock worth $29,201,000 after acquiring an additional 296,739 shares during the last quarter. OneDigital Investment Advisors LLC increased its holdings in shares of Dimensional U.S. Small Cap ETF by 2,432.1% during the third quarter. OneDigital Investment Advisors LLC now owns 187,754 shares of the company’s stock valued at $12,178,000 after acquiring an additional 180,339 shares in the last quarter. Finally, BWM Planning LLC acquired a new stake in Dimensional U.S. Small Cap ETF in the 3rd quarter worth approximately $9,327,000.

Dimensional U.S. Small Cap ETF Trading Down 0.3 %

Shares of Dimensional U.S. Small Cap ETF stock opened at $67.69 on Friday. The firm’s 50 day simple moving average is $67.46 and its two-hundred day simple moving average is $65.18. The firm has a market capitalization of $8.81 billion, a price-to-earnings ratio of 12.98 and a beta of 1.13. Dimensional U.S. Small Cap ETF has a 12-month low of $56.87 and a 12-month high of $71.78.

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.