Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) Shares Sold by Jackson Thornton Wealth Management LLC

Jackson Thornton Wealth Management LLC trimmed its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 1.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 292,651 shares of the company’s stock after selling 4,768 shares during the period. Dimensional U.S. Small Cap ETF accounts for approximately 2.4% of Jackson Thornton Wealth Management LLC’s holdings, making the stock its 10th largest holding. Jackson Thornton Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $19,046,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Tortoise Investment Management LLC increased its stake in shares of Dimensional U.S. Small Cap ETF by 0.5% in the 4th quarter. Tortoise Investment Management LLC now owns 29,252 shares of the company’s stock valued at $1,904,000 after buying an additional 157 shares during the period. Avidian Wealth Enterprises LLC increased its stake in shares of Dimensional U.S. Small Cap ETF by 0.5% in the 4th quarter. Avidian Wealth Enterprises LLC now owns 35,800 shares of the company’s stock valued at $2,330,000 after buying an additional 165 shares during the period. Ascent Group LLC increased its stake in shares of Dimensional U.S. Small Cap ETF by 3.2% in the 3rd quarter. Ascent Group LLC now owns 5,476 shares of the company’s stock valued at $355,000 after buying an additional 172 shares during the period. Naples Global Advisors LLC increased its stake in shares of Dimensional U.S. Small Cap ETF by 1.0% in the 4th quarter. Naples Global Advisors LLC now owns 16,990 shares of the company’s stock valued at $1,106,000 after buying an additional 176 shares during the period. Finally, Pinnacle Bancorp Inc. increased its stake in shares of Dimensional U.S. Small Cap ETF by 0.9% in the 4th quarter. Pinnacle Bancorp Inc. now owns 19,129 shares of the company’s stock valued at $1,245,000 after buying an additional 179 shares during the period.

Dimensional U.S. Small Cap ETF Stock Performance

NYSEARCA DFAS opened at $60.50 on Monday. The stock has a fifty day moving average of $64.72 and a 200-day moving average of $65.58. The stock has a market capitalization of $9.20 billion, a P/E ratio of 16.22 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a 52 week low of $57.33 and a 52 week high of $71.78.

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.