Monograph Wealth Advisors LLC Increases Position in Dimensional U.S. Small Cap ETF $DFAS

Monograph Wealth Advisors LLC lifted its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 5.1% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 263,405 shares of the company’s stock after buying an additional 12,704 shares during the period. Dimensional U.S. Small Cap ETF accounts for approximately 1.8% of Monograph Wealth Advisors LLC’s portfolio, making the stock its 11th largest holding. Monograph Wealth Advisors LLC owned approximately 0.15% of Dimensional U.S. Small Cap ETF worth $18,351,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF during the fourth quarter valued at approximately $33,000. Flagship Harbor Advisors LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF during the fourth quarter valued at approximately $39,000. Rothschild Investment LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF during the fourth quarter valued at approximately $41,000. Vestwell Advisors LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF during the third quarter valued at approximately $48,000. Finally, Core Wealth Advisors LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF during the fourth quarter valued at approximately $59,000.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS opened at $80.51 on Friday. The company has a market capitalization of $14.62 billion, a price-to-earnings ratio of 15.89 and a beta of 1.02. The company’s 50 day simple moving average is $76.77 and its 200 day simple moving average is $73.97. Dimensional U.S. Small Cap ETF has a 1 year low of $61.38 and a 1 year high of $80.96.

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.