Helen Stephens Group LLC Has $1.16 Million Stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Helen Stephens Group LLC lifted its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 18.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 19,367 shares of the company’s stock after buying an additional 3,073 shares during the quarter. Dimensional U.S. Small Cap ETF comprises approximately 0.5% of Helen Stephens Group LLC’s investment portfolio, making the stock its 29th largest holding. Helen Stephens Group LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $1,155,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of DFAS. Qube Research & Technologies Ltd acquired a new stake in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter worth approximately $27,000. Belpointe Asset Management LLC acquired a new stake in Dimensional U.S. Small Cap ETF in the 1st quarter valued at $32,000. Truvestments Capital LLC acquired a new stake in Dimensional U.S. Small Cap ETF in the 3rd quarter valued at $37,000. Pacific Center for Financial Services acquired a new stake in Dimensional U.S. Small Cap ETF in the 1st quarter valued at $39,000. Finally, Salem Investment Counselors Inc. grew its position in Dimensional U.S. Small Cap ETF by 422.8% in the 4th quarter. Salem Investment Counselors Inc. now owns 664 shares of the company’s stock valued at $40,000 after purchasing an additional 537 shares during the period.

Dimensional U.S. Small Cap ETF Trading Down 1.2 %

NYSEARCA DFAS traded down $0.72 during mid-day trading on Friday, hitting $60.80. The company’s stock had a trading volume of 275,617 shares, compared to its average volume of 289,113. The company’s 50 day simple moving average is $59.18 and its 200 day simple moving average is $55.87. Dimensional U.S. Small Cap ETF has a twelve month low of $48.66 and a twelve month high of $61.71. The firm has a market capitalization of $6.37 billion, a price-to-earnings ratio of 11.16 and a beta of 0.97.

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.