Bordeaux Wealth Advisors LLC Has $5.40 Million Stock Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Bordeaux Wealth Advisors LLC cut its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 17.6% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 89,806 shares of the company’s stock after selling 19,163 shares during the quarter. Dimensional U.S. Small Cap ETF makes up 1.0% of Bordeaux Wealth Advisors LLC’s holdings, making the stock its 20th biggest holding. Bordeaux Wealth Advisors LLC owned approximately 0.07% of Dimensional U.S. Small Cap ETF worth $5,396,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DFAS. International Assets Investment Management LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF during the fourth quarter worth $2,072,000. Benjamin F. Edwards & Company Inc. increased its holdings in Dimensional U.S. Small Cap ETF by 19.5% in the 4th quarter. Benjamin F. Edwards & Company Inc. now owns 2,487 shares of the company’s stock worth $148,000 after purchasing an additional 405 shares in the last quarter. Private Advisor Group LLC increased its holdings in Dimensional U.S. Small Cap ETF by 16.4% in the 4th quarter. Private Advisor Group LLC now owns 70,230 shares of the company’s stock worth $4,187,000 after purchasing an additional 9,895 shares in the last quarter. Lincoln National Corp raised its position in Dimensional U.S. Small Cap ETF by 7.6% in the fourth quarter. Lincoln National Corp now owns 4,859 shares of the company’s stock valued at $290,000 after purchasing an additional 343 shares during the last quarter. Finally, Apollon Wealth Management LLC boosted its stake in shares of Dimensional U.S. Small Cap ETF by 11.7% during the fourth quarter. Apollon Wealth Management LLC now owns 12,507 shares of the company’s stock valued at $746,000 after purchasing an additional 1,310 shares in the last quarter.

Dimensional U.S. Small Cap ETF Trading Down 0.5 %

NYSEARCA:DFAS opened at $62.07 on Friday. The stock’s 50-day moving average is $62.28 and its 200-day moving average is $60.94. The stock has a market cap of $8.08 billion, a P/E ratio of 12.98 and a beta of 1.13. Dimensional U.S. Small Cap ETF has a 1-year low of $48.66 and a 1-year high of $66.46.

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.