Forza Wealth Management LLC Grows Stock Holdings in Dimensional U.S. Small Cap ETF $DFAS

Forza Wealth Management LLC grew its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 7.3% in the 1st quarter, HoldingsChannel reports. The fund owned 102,700 shares of the company’s stock after purchasing an additional 6,980 shares during the quarter. Dimensional U.S. Small Cap ETF makes up 2.5% of Forza Wealth Management LLC’s investment portfolio, making the stock its 5th largest position. Forza Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $7,305,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in DFAS. BIP Wealth LLC acquired a new stake in shares of Dimensional U.S. Small Cap ETF during the fourth quarter worth $1,054,000. Disciplined Equity Management Inc. grew its stake in shares of Dimensional U.S. Small Cap ETF by 2.3% in the fourth quarter. Disciplined Equity Management Inc. now owns 350,232 shares of the company’s stock valued at $24,401,000 after acquiring an additional 8,029 shares in the last quarter. Discipline Wealth Solutions LLC increased its position in Dimensional U.S. Small Cap ETF by 9.6% during the fourth quarter. Discipline Wealth Solutions LLC now owns 92,650 shares of the company’s stock worth $6,455,000 after acquiring an additional 8,115 shares during the period. MBA Advisors LLC increased its position in Dimensional U.S. Small Cap ETF by 10.9% during the fourth quarter. MBA Advisors LLC now owns 94,481 shares of the company’s stock worth $6,582,000 after acquiring an additional 9,256 shares during the period. Finally, Fischer Investment Strategies LLC acquired a new stake in Dimensional U.S. Small Cap ETF in the 4th quarter worth about $3,538,000.

Dimensional U.S. Small Cap ETF Stock Up 1.3%

NYSEARCA DFAS opened at $81.08 on Friday. The company has a market capitalization of $15.01 billion, a P/E ratio of 15.89 and a beta of 1.01. Dimensional U.S. Small Cap ETF has a 12-month low of $62.61 and a 12-month high of $82.91. The firm has a 50-day moving average price of $78.97 and a two-hundred day moving average price of $75.43.

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.