Concord Wealth Partners Increases Holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

by · The Cerbat Gem

Concord Wealth Partners boosted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 0.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,271 shares of the company’s stock after buying an additional 237 shares during the quarter. Concord Wealth Partners’ holdings in Dimensional U.S. Small Cap ETF were worth $2,288,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Williams Financial LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 6,189.8% in the 2nd quarter. Williams Financial LLC now owns 11,601,031 shares of the company’s stock valued at $698,279,000 after purchasing an additional 11,416,588 shares in the last quarter. Creative Planning boosted its position in Dimensional U.S. Small Cap ETF by 5.7% during the second quarter. Creative Planning now owns 11,340,947 shares of the company’s stock valued at $681,364,000 after buying an additional 614,982 shares during the period. TCI Wealth Advisors Inc. grew its stake in shares of Dimensional U.S. Small Cap ETF by 2.5% during the first quarter. TCI Wealth Advisors Inc. now owns 2,157,950 shares of the company’s stock valued at $134,527,000 after buying an additional 53,063 shares during the last quarter. Pure Financial Advisors LLC grew its stake in shares of Dimensional U.S. Small Cap ETF by 55.8% during the second quarter. Pure Financial Advisors LLC now owns 1,818,077 shares of the company’s stock valued at $109,230,000 after buying an additional 650,896 shares during the last quarter. Finally, Financial Counselors Inc. increased its holdings in shares of Dimensional U.S. Small Cap ETF by 4.8% in the second quarter. Financial Counselors Inc. now owns 1,563,976 shares of the company’s stock worth $93,964,000 after buying an additional 71,378 shares during the period.

Dimensional U.S. Small Cap ETF Stock Performance

DFAS stock traded up $1.04 during trading on Monday, hitting $65.20. 63,422 shares of the company traded hands, compared to its average volume of 271,361. The company has a 50-day moving average of $63.85 and a 200-day moving average of $61.86. Dimensional U.S. Small Cap ETF has a 1 year low of $48.72 and a 1 year high of $66.51. The firm has a market capitalization of $8.48 billion, a PE ratio of 12.98 and a beta of 1.13.

Dimensional U.S. Small Cap ETF Company 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.

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