Heritage Wealth Management Inc. Texas Grows Stake in Dimensional U.S. Small Cap ETF $DFAS

Heritage Wealth Management Inc. Texas grew its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 2.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 427,125 shares of the company’s stock after buying an additional 11,156 shares during the quarter. Dimensional U.S. Small Cap ETF accounts for about 12.9% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 3rd biggest position. Heritage Wealth Management Inc. Texas’ holdings in Dimensional U.S. Small Cap ETF were worth $29,758,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Disciplined Equity Management Inc. grew its stake in shares of Dimensional U.S. Small Cap ETF by 2.3% during the fourth quarter. Disciplined Equity Management Inc. now owns 350,232 shares of the company’s stock valued at $24,401,000 after buying an additional 8,029 shares during the last quarter. BIP Wealth LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the fourth quarter valued at approximately $1,054,000. MBA Advisors LLC grew its stake in shares of Dimensional U.S. Small Cap ETF by 10.9% during the fourth quarter. MBA Advisors LLC now owns 94,481 shares of the company’s stock valued at $6,582,000 after buying an additional 9,256 shares during the last quarter. Fischer Investment Strategies LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the fourth quarter valued at approximately $3,538,000. Finally, Finemark National Bank & Trust grew its stake in shares of Dimensional U.S. Small Cap ETF by 107.3% during the third quarter. Finemark National Bank & Trust now owns 35,669 shares of the company’s stock valued at $2,442,000 after buying an additional 18,460 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

DFAS opened at $77.53 on Friday. The stock has a market cap of $14.08 billion, a price-to-earnings ratio of 15.89 and a beta of 1.04. The stock’s 50 day moving average price is $74.33 and its 200-day moving average price is $72.76. Dimensional U.S. Small Cap ETF has a one year low of $59.74 and a one year high of $78.67.

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.