Yardley Wealth Management LLC Has $8.24 Million Stock Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Yardley Wealth Management LLC raised its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 19.9% in the 4th quarter, HoldingsChannel reports. The fund owned 126,713 shares of the company’s stock after purchasing an additional 21,036 shares during the period. Dimensional U.S. Small Cap ETF makes up about 4.0% of Yardley Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Yardley Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $8,243,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. raised its holdings in Dimensional U.S. Small Cap ETF by 8.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 193,950 shares of the company’s stock valued at $12,580,000 after acquiring an additional 15,176 shares in the last quarter. FMR LLC raised its holdings in Dimensional U.S. Small Cap ETF by 73.5% in the 3rd quarter. FMR LLC now owns 5,463 shares of the company’s stock valued at $354,000 after acquiring an additional 2,314 shares in the last quarter. Hardy Reed LLC raised its holdings in Dimensional U.S. Small Cap ETF by 5.7% in the 3rd quarter. Hardy Reed LLC now owns 106,880 shares of the company’s stock valued at $6,932,000 after acquiring an additional 5,792 shares in the last quarter. Safeguard Financial LLC acquired a new position in Dimensional U.S. Small Cap ETF in the 4th quarter valued at approximately $236,000. Finally, Hiley Hunt Wealth Management raised its holdings in shares of Dimensional U.S. Small Cap ETF by 8.3% in the 3rd quarter. Hiley Hunt Wealth Management now owns 54,532 shares of the company’s stock worth $3,537,000 after buying an additional 4,192 shares in the last quarter.

Dimensional U.S. Small Cap ETF Trading Up 2.3 %

Shares of DFAS opened at $60.14 on Monday. Dimensional U.S. Small Cap ETF has a 1 year low of $57.33 and a 1 year high of $71.78. The stock has a 50 day simple moving average of $65.15 and a 200-day simple moving average of $65.68. The stock has a market cap of $9.05 billion, a PE ratio of 16.87 and a beta of 1.06.

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.