Donalies Financial Planning LLC Makes New Investment in Dimensional U.S. Small Cap ETF $DFAS

Donalies Financial Planning LLC acquired a new stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 18,530 shares of the company’s stock, valued at approximately $1,291,000. Dimensional U.S. Small Cap ETF comprises about 1.1% of Donalies Financial Planning LLC’s portfolio, making the stock its 25th largest position.

Several other large investors have also made changes to their positions in the business. Clark Capital Management Group Inc. purchased a new stake in shares of Dimensional U.S. Small Cap ETF in the 4th quarter valued at $262,000. Stadion Money Management LLC boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 42.7% in the 4th quarter. Stadion Money Management LLC now owns 317,163 shares of the company’s stock valued at $22,097,000 after acquiring an additional 94,883 shares during the last quarter. Captrust Financial Advisors boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 0.3% in the 4th quarter. Captrust Financial Advisors now owns 355,904 shares of the company’s stock valued at $24,796,000 after acquiring an additional 1,055 shares during the last quarter. Royal Bank of Canada boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 8.7% in the 4th quarter. Royal Bank of Canada now owns 1,166,599 shares of the company’s stock valued at $81,277,000 after acquiring an additional 93,269 shares during the last quarter. Finally, Tassel Capital Management Inc. boosted its holdings in shares of Dimensional U.S. Small Cap ETF by 6.2% in the 4th quarter. Tassel Capital Management Inc. now owns 265,846 shares of the company’s stock valued at $18,521,000 after acquiring an additional 15,440 shares during the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

DFAS opened at $80.28 on Wednesday. The firm has a fifty day moving average price of $77.11 and a 200 day moving average price of $74.17. Dimensional U.S. Small Cap ETF has a 1 year low of $61.38 and a 1 year high of $81.61. The stock has a market cap of $14.58 billion, a P/E ratio of 15.89 and a beta of 1.02.

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.