Forum Private Client Group LLC Has $20.11 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Forum Private Client Group LLC boosted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 288,650 shares of the company’s stock after purchasing an additional 6,943 shares during the quarter. Dimensional U.S. Small Cap ETF makes up approximately 6.9% of Forum Private Client Group LLC’s holdings, making the stock its 5th biggest position. Forum Private Client Group LLC owned 0.16% of Dimensional U.S. Small Cap ETF worth $20,110,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Creative Planning boosted its stake in Dimensional U.S. Small Cap ETF by 12.1% in the 3rd quarter. Creative Planning now owns 22,684,991 shares of the company’s stock worth $1,553,014,000 after purchasing an additional 2,456,531 shares during the period. Northern Trust Corp boosted its position in shares of Dimensional U.S. Small Cap ETF by 2.9% during the 3rd quarter. Northern Trust Corp now owns 8,079,314 shares of the company’s stock valued at $553,110,000 after acquiring an additional 229,914 shares during the last quarter. Bank of America Corp DE boosted its position in shares of Dimensional U.S. Small Cap ETF by 6.3% during the 3rd quarter. Bank of America Corp DE now owns 6,609,555 shares of the company’s stock valued at $452,490,000 after acquiring an additional 392,795 shares during the last quarter. Focus Partners Wealth boosted its position in shares of Dimensional U.S. Small Cap ETF by 10.9% during the 3rd quarter. Focus Partners Wealth now owns 3,402,755 shares of the company’s stock valued at $232,951,000 after acquiring an additional 333,978 shares during the last quarter. Finally, Pure Financial Advisors LLC boosted its position in shares of Dimensional U.S. Small Cap ETF by 5.4% during the 4th quarter. Pure Financial Advisors LLC now owns 3,104,414 shares of the company’s stock valued at $216,285,000 after acquiring an additional 158,090 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

NYSEARCA DFAS opened at $76.68 on Thursday. The company has a market capitalization of $13.93 billion, a P/E ratio of 15.89 and a beta of 1.04. Dimensional U.S. Small Cap ETF has a one year low of $59.74 and a one year high of $78.67. The stock has a 50 day moving average price of $74.11 and a 200-day moving average price of $72.67.

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.