Forza Wealth Management LLC Grows Stock Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Forza Wealth Management LLC grew its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 24.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 60,748 shares of the company’s stock after purchasing an additional 12,103 shares during the quarter. Dimensional U.S. Small Cap ETF makes up approximately 1.8% of Forza Wealth Management LLC’s holdings, making the stock its 11th biggest position. Forza Wealth Management LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $3,953,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. ORG Partners LLC bought a new position in Dimensional U.S. Small Cap ETF in the 4th quarter worth approximately $25,000. Truvestments Capital LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at approximately $38,000. Hobbs Group Advisors LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at approximately $62,000. Northwest Investment Counselors LLC bought a new position in shares of Dimensional U.S. Small Cap ETF during the 3rd quarter valued at approximately $70,000. Finally, First Community Trust NA bought a new stake in Dimensional U.S. Small Cap ETF in the third quarter worth $97,000.

Dimensional U.S. Small Cap ETF Stock Up 0.3 %

DFAS traded up $0.20 during trading on Monday, reaching $64.32. The company had a trading volume of 235,690 shares, compared to its average volume of 541,025. The stock has a market cap of $8.37 billion, a P/E ratio of 12.98 and a beta of 1.13. The business has a 50 day simple moving average of $67.71 and a 200-day simple moving average of $64.70. Dimensional U.S. Small Cap ETF has a 52 week low of $56.28 and a 52 week high of $71.78.

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.