M Holdings Securities Inc. Makes New $21.52 Million Investment in Dimensional U.S. Small Cap ETF $DFAS

M Holdings Securities Inc. purchased a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 308,858 shares of the company’s stock, valued at approximately $21,518,000. Dimensional U.S. Small Cap ETF accounts for about 1.5% of M Holdings Securities Inc.’s investment portfolio, making the stock its 13th largest holding. M Holdings Securities Inc. owned approximately 0.18% of Dimensional U.S. Small Cap ETF at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DFAS. Creative Planning grew its position in Dimensional U.S. Small Cap ETF by 12.1% during 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. Northwestern Mutual Wealth Management Co. grew its position in Dimensional U.S. Small Cap ETF by 300.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,378,611 shares of the company’s stock worth $165,718,000 after purchasing an additional 1,784,207 shares during the period. Vise Technologies Inc. grew its position in Dimensional U.S. Small Cap ETF by 216.8% during the 4th quarter. Vise Technologies Inc. now owns 1,257,727 shares of the company’s stock worth $87,626,000 after purchasing an additional 860,746 shares during the period. Bank of America Corp DE grew its position in Dimensional U.S. Small Cap ETF by 15.7% during the 2nd quarter. Bank of America Corp DE now owns 6,216,760 shares of the company’s stock worth $396,070,000 after purchasing an additional 841,620 shares during the period. Finally, Richard Young Associates Ltd. acquired a new stake in Dimensional U.S. Small Cap ETF during the 4th quarter worth about $31,755,000.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS opened at $77.85 on Thursday. The business’s 50-day moving average is $76.41 and its two-hundred day moving average is $73.84. The company has a market capitalization of $14.14 billion, a P/E ratio of 15.89 and a beta of 1.02. Dimensional U.S. Small Cap ETF has a fifty-two week low of $61.38 and a fifty-two week high of $79.76.

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.