BWM Planning LLC Sells 6,192 Shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

BWM Planning LLC cut its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 137,608 shares of the company’s stock after selling 6,192 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for 3.9% of BWM Planning LLC’s portfolio, making the stock its 9th largest position. BWM Planning LLC owned about 0.11% of Dimensional U.S. Small Cap ETF worth $8,956,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of DFAS. JPMorgan Chase & Co. grew its holdings in shares of Dimensional U.S. Small Cap ETF by 8.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 193,950 shares of the company’s stock worth $12,580,000 after acquiring an additional 15,176 shares during the last quarter. FMR LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF by 73.5% in the 3rd quarter. FMR LLC now owns 5,463 shares of the company’s stock worth $354,000 after acquiring an additional 2,314 shares during the last quarter. Hardy Reed LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF by 5.7% in the 3rd quarter. Hardy Reed LLC now owns 106,880 shares of the company’s stock worth $6,932,000 after acquiring an additional 5,792 shares during the last quarter. Safeguard Financial LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF in the 4th quarter worth $236,000. Finally, Collective Family Office LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF by 3.3% in the 3rd quarter. Collective Family Office LLC now owns 38,043 shares of the company’s stock worth $2,467,000 after acquiring an additional 1,213 shares during the last quarter.

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

Shares of NYSEARCA DFAS opened at $67.35 on Wednesday. The stock has a market capitalization of $8.76 billion, a price-to-earnings ratio of 12.98 and a beta of 1.13. The stock’s fifty day simple moving average is $67.46 and its 200 day simple moving average is $65.29. Dimensional U.S. Small Cap ETF has a 52-week low of $56.87 and a 52-week high of $71.78.

About Dimensional U.S. Small Cap ETF

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.