Integrated Wealth Concepts LLC Grows Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Integrated Wealth Concepts LLC raised its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 14.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,232 shares of the company’s stock after acquiring an additional 2,404 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $1,247,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Truvestments Capital LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter worth $38,000. EdgeRock Capital LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 2nd quarter worth about $58,000. Northwest Investment Counselors LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF in the 3rd quarter valued at about $70,000. Ridgewood Investments LLC acquired a new stake in shares of Dimensional U.S. Small Cap ETF during the 2nd quarter worth about $80,000. Finally, Aptus Capital Advisors LLC lifted its stake in Dimensional U.S. Small Cap ETF by 22.3% during the second quarter. Aptus Capital Advisors LLC now owns 1,384 shares of the company’s stock worth $83,000 after purchasing an additional 252 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Down 0.1 %

Shares of DFAS opened at $69.83 on Monday. Dimensional U.S. Small Cap ETF has a 52-week low of $54.80 and a 52-week high of $71.78. The stock has a 50 day moving average price of $66.91 and a 200 day moving average price of $63.63. The company has a market capitalization of $9.08 billion, a price-to-earnings 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.