Cascade Wealth Advisors Inc Takes $7.96 Million Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Cascade Wealth Advisors Inc purchased a new stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 135,004 shares of the company’s stock, valued at approximately $7,963,000. Dimensional U.S. Small Cap ETF accounts for about 6.8% of Cascade Wealth Advisors Inc’s holdings, making the stock its 4th biggest holding.

Several other hedge funds have also modified their holdings of the business. Allegiance Financial Group Advisory Services LLC lifted its holdings in shares of Dimensional U.S. Small Cap ETF by 2.6% in the 4th quarter. Allegiance Financial Group Advisory Services LLC now owns 7,870 shares of the company’s stock valued at $469,000 after buying an additional 197 shares during the period. Beta Wealth Group Inc. raised its holdings in Dimensional U.S. Small Cap ETF by 1.4% during the fourth quarter. Beta Wealth Group Inc. now owns 14,619 shares of the company’s stock worth $872,000 after purchasing an additional 204 shares during the last quarter. M Financial Asset Management Inc. raised its holdings in Dimensional U.S. Small Cap ETF by 0.3% during the fourth quarter. M Financial Asset Management Inc. now owns 80,019 shares of the company’s stock worth $4,770,000 after purchasing an additional 212 shares during the last quarter. Diversified Portfolios Inc. raised its holdings in Dimensional U.S. Small Cap ETF by 3.5% during the fourth quarter. Diversified Portfolios Inc. now owns 6,545 shares of the company’s stock worth $390,000 after purchasing an additional 221 shares during the last quarter. Finally, BKA Wealth Consulting Inc. raised its holdings in Dimensional U.S. Small Cap ETF by 3.0% during the first quarter. BKA Wealth Consulting Inc. now owns 7,736 shares of the company’s stock worth $482,000 after purchasing an additional 225 shares during the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

Shares of DFAS stock opened at $59.37 on Thursday. The stock has a fifty day moving average price of $60.26 and a 200 day moving average price of $59.62. The stock has a market cap of $7.72 billion, a PE ratio of 12.98 and a beta of 1.13. Dimensional U.S. Small Cap ETF has a 1 year low of $48.66 and a 1 year high of $62.65.

About Dimensional U.S. Small Cap ETF

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.