Oak Harbor Wealth Partners LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 51,517 shares of the company’s stock, valued at approximately $3,341,000. Dimensional U.S. Small Cap ETF comprises 1.0% of Oak Harbor Wealth Partners LLC’s investment portfolio, making the stock its 29th biggest holding.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. B. Riley Wealth Advisors Inc. lifted its stake in shares of Dimensional U.S. Small Cap ETF by 2.3% in the 1st quarter. B. Riley Wealth Advisors Inc. now owns 7,292 shares of the company’s stock valued at $455,000 after purchasing an additional 162 shares during the period. Family Investment Center Inc. boosted its stake in Dimensional U.S. Small Cap ETF by 3.9% during the second quarter. Family Investment Center Inc. now owns 4,434 shares of the company’s stock worth $266,000 after acquiring an additional 168 shares in the last quarter. Squire Investment Management Company LLC grew its holdings in Dimensional U.S. Small Cap ETF by 1.0% in the second quarter. Squire Investment Management Company LLC now owns 18,285 shares of the company’s stock worth $1,099,000 after purchasing an additional 179 shares during the period. Joel Isaacson & Co. LLC raised its holdings in shares of Dimensional U.S. Small Cap ETF by 2.3% during the third quarter. Joel Isaacson & Co. LLC now owns 7,905 shares of the company’s stock valued at $513,000 after purchasing an additional 180 shares during the period. Finally, Kingsview Wealth Management LLC grew its stake in shares of Dimensional U.S. Small Cap ETF by 1.3% in the 1st quarter. Kingsview Wealth Management LLC now owns 14,786 shares of the company’s stock valued at $922,000 after buying an additional 184 shares during the period.
Dimensional U.S. Small Cap ETF Price Performance
Shares of Dimensional U.S. Small Cap ETF stock opened at $68.08 on Friday. The business has a 50-day simple moving average of $64.86 and a 200 day simple moving average of $62.63. Dimensional U.S. Small Cap ETF has a one year low of $52.66 and a one year high of $70.47. The firm has a market capitalization of $8.86 billion, a price-to-earnings ratio of 12.98 and a beta of 1.13.
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.
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