Modera Wealth Management LLC Grows Holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Modera Wealth Management LLC raised its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 40.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 562,585 shares of the company’s stock after purchasing an additional 163,327 shares during the period. Modera Wealth Management LLC owned about 0.43% of Dimensional U.S. Small Cap ETF worth $36,613,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAS. ORG Partners LLC purchased a new position in Dimensional U.S. Small Cap ETF in the 4th quarter valued at about $25,000. Principal Securities Inc. increased its stake in shares of Dimensional U.S. Small Cap ETF by 177.0% during the 4th quarter. Principal Securities Inc. now owns 385 shares of the company’s stock valued at $25,000 after acquiring an additional 246 shares during the last quarter. Tradewinds Capital Management LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 4th quarter valued at about $29,000. Truvestments Capital LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at about $38,000. Finally, Hobbs Group Advisors LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at about $62,000.

Dimensional U.S. Small Cap ETF Price Performance

NYSEARCA DFAS opened at $63.77 on Friday. Dimensional U.S. Small Cap ETF has a 12 month low of $57.33 and a 12 month high of $71.78. The company has a 50-day moving average of $66.11 and a 200-day moving average of $65.82. The company has a market cap of $9.59 billion, a P/E ratio of 16.87 and a beta of 1.06.

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.