Planning Center Inc. Has $21.37 Million Stock Position in Dimensional U.S. Small Cap ETF $DFAS

Planning Center Inc. reduced its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 4.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 300,467 shares of the company’s stock after selling 12,679 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for about 2.2% of Planning Center Inc.’s holdings, making the stock its 13th biggest holding. Planning Center Inc. owned approximately 0.17% of Dimensional U.S. Small Cap ETF worth $21,372,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Creative Planning lifted its holdings in shares of Dimensional U.S. Small Cap ETF by 12.1% in the third quarter. Creative Planning now owns 22,684,991 shares of the company’s stock worth $1,553,014,000 after acquiring an additional 2,456,531 shares during the last quarter. Northern Trust Corp grew its holdings in shares of Dimensional U.S. Small Cap ETF by 0.3% during the 4th quarter. Northern Trust Corp now owns 8,102,950 shares of the company’s stock valued at $564,533,000 after purchasing an additional 23,636 shares during the last quarter. Bank of America Corp DE increased its position in Dimensional U.S. Small Cap ETF by 6.3% during the 3rd quarter. Bank of America Corp DE now owns 6,609,555 shares of the company’s stock worth $452,490,000 after purchasing an additional 392,795 shares in the last quarter. Focus Partners Wealth increased its position in Dimensional U.S. Small Cap ETF by 3.4% during the 4th quarter. Focus Partners Wealth now owns 3,517,043 shares of the company’s stock worth $245,032,000 after purchasing an additional 114,288 shares in the last quarter. Finally, Pure Financial Advisors LLC lifted its stake in Dimensional U.S. Small Cap ETF by 5.4% in the 4th quarter. Pure Financial Advisors LLC now owns 3,104,414 shares of the company’s stock valued at $216,285,000 after purchasing an additional 158,090 shares during the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

Shares of Dimensional U.S. Small Cap ETF stock opened at $81.53 on Monday. Dimensional U.S. Small Cap ETF has a fifty-two week low of $62.61 and a fifty-two week high of $82.91. The firm has a market capitalization of $15.09 billion, a P/E ratio of 15.89 and a beta of 1.01. The company’s 50 day moving average price is $78.64 and its two-hundred day moving average price is $75.14.

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.