Guardian Wealth Management LLC Purchases New Holdings in Dimensional U.S. Small Cap ETF $DFAS
by Mitch Edgeman · The Markets DailyGuardian Wealth Management LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 338,472 shares of the company’s stock, valued at approximately $23,581,000. Dimensional U.S. Small Cap ETF makes up 7.5% of Guardian Wealth Management LLC’s holdings, making the stock its 3rd biggest holding. Guardian Wealth Management LLC owned about 0.19% of Dimensional U.S. Small Cap ETF at the end of the most recent reporting period.
A number of other hedge funds have also recently added to or reduced their stakes in the stock. HHM Wealth Advisors LLC bought a new stake in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at $26,000. Tradewinds Capital Management LLC increased its position in shares of Dimensional U.S. Small Cap ETF by 38.6% in the third quarter. Tradewinds Capital Management LLC now owns 610 shares of the company’s stock worth $42,000 after purchasing an additional 170 shares during the period. Quent Capital LLC bought a new position in shares of Dimensional U.S. Small Cap ETF in the third quarter worth $48,000. Vestwell Advisors LLC acquired a new position in Dimensional U.S. Small Cap ETF in the third quarter valued at about $48,000. Finally, Rialto Wealth Management LLC raised its stake in Dimensional U.S. Small Cap ETF by 31.6% in the fourth quarter. Rialto Wealth Management LLC now owns 900 shares of the company’s stock valued at $63,000 after purchasing an additional 216 shares in the last quarter.
Dimensional U.S. Small Cap ETF Price Performance
DFAS opened at $71.73 on Friday. The stock has a market capitalization of $12.63 billion, a price-to-earnings ratio of 15.89 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a twelve month low of $51.45 and a twelve month high of $77.04. The company has a 50-day simple moving average of $73.31 and a 200 day simple moving average of $70.97.
Dimensional U.S. Small Cap ETF Company 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.
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