Cyndeo Wealth Partners LLC Makes New Investment in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Cyndeo Wealth Partners LLC bought a new stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 5,615 shares of the company’s stock, valued at approximately $364,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of DFAS. Salem Investment Counselors Inc. lifted its position in Dimensional U.S. Small Cap ETF by 56.5% during the first quarter. Salem Investment Counselors Inc. now owns 1,039 shares of the company’s stock worth $65,000 after buying an additional 375 shares in the last quarter. Northwest Investment Counselors LLC purchased a new position in shares of Dimensional U.S. Small Cap ETF during the 1st quarter worth $68,000. Schoolcraft Capital LLC boosted its position in shares of Dimensional U.S. Small Cap ETF by 2.5% during the 1st quarter. Schoolcraft Capital LLC now owns 39,094 shares of the company’s stock valued at $2,437,000 after acquiring an additional 969 shares during the last quarter. Kwmg LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF by 2.3% in the first quarter. Kwmg LLC now owns 419,825 shares of the company’s stock valued at $26,172,000 after purchasing an additional 9,519 shares during the period. Finally, Sound Income Strategies LLC increased its position in Dimensional U.S. Small Cap ETF by 4,876.3% during the first quarter. Sound Income Strategies LLC now owns 5,872 shares of the company’s stock worth $366,000 after purchasing an additional 5,754 shares during the last quarter.

Dimensional U.S. Small Cap ETF Price Performance

NYSEARCA:DFAS opened at $65.15 on Tuesday. The company’s 50-day moving average is $63.61 and its two-hundred day moving average is $61.76. The firm has a market capitalization of $8.48 billion, a price-to-earnings 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 $66.51.

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.