Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) is Grunden Financial Advisory Inc.’s 10th Largest Position

Grunden Financial Advisory Inc. increased its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 0.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,005 shares of the company’s stock after buying an additional 224 shares during the period. Dimensional U.S. Small Cap ETF comprises 1.6% of Grunden Financial Advisory Inc.’s investment portfolio, making the stock its 10th largest holding. Grunden Financial Advisory Inc.’s holdings in Dimensional U.S. Small Cap ETF were worth $3,384,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Vantage Point Financial LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF in the fourth quarter worth $2,879,000. Wealthspan Partners LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 10.1% in the 4th quarter. Wealthspan Partners LLC now owns 58,899 shares of the company’s stock valued at $3,833,000 after acquiring an additional 5,415 shares in the last quarter. Resonant Capital Advisors LLC boosted its position in Dimensional U.S. Small Cap ETF by 3.0% during the fourth quarter. Resonant Capital Advisors LLC now owns 33,593 shares of the company’s stock valued at $2,186,000 after purchasing an additional 966 shares during the last quarter. Catalina Capital Group LLC raised its position in shares of Dimensional U.S. Small Cap ETF by 10.1% in the fourth quarter. Catalina Capital Group LLC now owns 5,568 shares of the company’s stock valued at $362,000 after purchasing an additional 510 shares during the period. Finally, KPP Advisory Services LLC lifted its position in shares of Dimensional U.S. Small Cap ETF by 2.5% in the 4th quarter. KPP Advisory Services LLC now owns 87,603 shares of the company’s stock worth $5,701,000 after acquiring an additional 2,142 shares during the period.

Dimensional U.S. Small Cap ETF Price Performance

Shares of NYSEARCA DFAS opened at $66.36 on Tuesday. The firm has a market capitalization of $8.63 billion, a P/E ratio of 12.98 and a beta of 1.13. Dimensional U.S. Small Cap ETF has a fifty-two week low of $56.87 and a fifty-two week high of $71.78. The company’s 50 day simple moving average is $67.28 and its 200 day simple moving average is $65.37.

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.