Cascade Wealth Advisors Inc Increases Position in Dimensional U.S. Small Cap ETF $DFAS

Cascade Wealth Advisors Inc increased its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 7.7% during the 1st quarter, HoldingsChannel reports. The fund owned 105,961 shares of the company’s stock after acquiring an additional 7,566 shares during the quarter. Dimensional U.S. Small Cap ETF comprises approximately 3.3% of Cascade Wealth Advisors Inc’s investment portfolio, making the stock its 13th largest holding. Cascade Wealth Advisors Inc’s holdings in Dimensional U.S. Small Cap ETF were worth $8,255,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Coston McIsaac & Partners grew its stake in Dimensional U.S. Small Cap ETF by 2.4% during the 1st quarter. Coston McIsaac & Partners now owns 5,975 shares of the company’s stock valued at $425,000 after purchasing an additional 138 shares in the last quarter. Foundations Investment Advisors LLC raised its position in shares of Dimensional U.S. Small Cap ETF by 1.8% in the 4th quarter. Foundations Investment Advisors LLC now owns 7,746 shares of the company’s stock valued at $540,000 after purchasing an additional 140 shares in the last quarter. Smithfield Trust Co increased its position in shares of Dimensional U.S. Small Cap ETF by 2.6% in the 4th quarter. Smithfield Trust Co now owns 5,955 shares of the company’s stock worth $414,000 after purchasing an additional 150 shares during the last quarter. Montis Financial LLC raised its stake in shares of Dimensional U.S. Small Cap ETF by 3.7% in the 4th quarter. Montis Financial LLC now owns 4,734 shares of the company’s stock valued at $330,000 after purchasing an additional 170 shares in the last quarter. Finally, Leonard Rickey Investment Advisors P.L.L.C. raised its stake in shares of Dimensional U.S. Small Cap ETF by 3.4% in the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 5,375 shares of the company’s stock valued at $374,000 after purchasing an additional 175 shares in the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS stock opened at $81.30 on Wednesday. Dimensional U.S. Small Cap ETF has a one year low of $62.61 and a one year high of $82.91. The company’s 50-day simple moving average is $79.55 and its 200-day simple moving average is $76.01. The stock has a market capitalization of $15.27 billion, a price-to-earnings ratio of 15.89 and a beta of 1.01.

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.