Montis Financial LLC Purchases 195 Shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Montis Financial LLC lifted its position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,413 shares of the company’s stock after buying an additional 195 shares during the period. Montis Financial LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $352,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the business. First National Trust Co increased its holdings in shares of Dimensional U.S. Small Cap ETF by 3.1% in the fourth quarter. First National Trust Co now owns 365,963 shares of the company’s stock worth $23,817,000 after acquiring an additional 11,000 shares in the last quarter. Blume Capital Management Inc. grew its position in shares of Dimensional U.S. Small Cap ETF by 0.5% in the 4th quarter. Blume Capital Management Inc. now owns 45,914 shares of the company’s stock valued at $2,988,000 after purchasing an additional 250 shares during the period. Phillips Financial Management LLC increased its stake in Dimensional U.S. Small Cap ETF by 42.7% during the 4th quarter. Phillips Financial Management LLC now owns 317,240 shares of the company’s stock worth $20,646,000 after purchasing an additional 94,940 shares in the last quarter. Commonwealth Equity Services LLC raised its holdings in Dimensional U.S. Small Cap ETF by 7.1% during the 4th quarter. Commonwealth Equity Services LLC now owns 744,548 shares of the company’s stock worth $48,455,000 after buying an additional 49,068 shares during the period. Finally, Parkworth Wealth Management Inc. bought a new position in Dimensional U.S. Small Cap ETF in the fourth quarter valued at approximately $2,957,000.

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

Shares of NYSEARCA:DFAS opened at $60.14 on Friday. The firm has a market cap of $9.05 billion, a price-to-earnings ratio of 16.87 and a beta of 1.06. Dimensional U.S. Small Cap ETF has a 12 month low of $57.33 and a 12 month high of $71.78. The company’s fifty day simple moving average is $65.15 and its 200 day simple moving average is $65.65.

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.