Beacon Financial Advisory LLC Grows Stock Holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Beacon Financial Advisory LLC grew its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 7.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,299 shares of the company’s stock after acquiring an additional 686 shares during the period. Beacon Financial Advisory LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $670,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in DFAS. Adero Partners LLC raised its holdings in shares of Dimensional U.S. Small Cap ETF by 3.9% in the 4th quarter. Adero Partners LLC now owns 750,961 shares of the company’s stock valued at $48,873,000 after acquiring an additional 28,329 shares in the last quarter. Bleakley Financial Group LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 7,076.3% during the fourth quarter. Bleakley Financial Group LLC now owns 456,056 shares of the company’s stock worth $29,680,000 after purchasing an additional 449,701 shares during the period. Robertson Stephens Wealth Management LLC boosted its holdings in Dimensional U.S. Small Cap ETF by 6.1% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 6,643 shares of the company’s stock valued at $432,000 after acquiring an additional 383 shares in the last quarter. Vestia Personal Wealth Advisors boosted its stake in shares of Dimensional U.S. Small Cap ETF by 3.4% during the 4th quarter. Vestia Personal Wealth Advisors now owns 69,879 shares of the company’s stock valued at $4,548,000 after purchasing an additional 2,318 shares in the last quarter. Finally, Confluence Wealth Services Inc. boosted its position in shares of Dimensional U.S. Small Cap ETF by 12.9% during the fourth quarter. Confluence Wealth Services Inc. now owns 850,527 shares of the company’s stock valued at $57,751,000 after purchasing an additional 97,094 shares in the last quarter.

Dimensional U.S. Small Cap ETF Trading Up 0.8 %

DFAS stock opened at $67.68 on Thursday. Dimensional U.S. Small Cap ETF has a 12-month low of $57.25 and a 12-month high of $71.78. The stock’s 50 day simple moving average is $67.16 and its 200 day simple moving average is $65.42. The stock has a market capitalization of $8.81 billion, a PE ratio of 12.98 and a beta of 1.13.

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.