Envision Financial Planning LLC Grows Stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Envision Financial Planning LLC boosted its stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS) by 53.8% during the third quarter, HoldingsChannel reports. The institutional investor owned 141,515 shares of the company’s stock after buying an additional 49,493 shares during the quarter. Dimensional U.S. Small Cap ETF comprises approximately 4.8% of Envision Financial Planning LLC’s portfolio, making the stock its 11th biggest holding. Envision Financial Planning LLC’s holdings in Dimensional U.S. Small Cap ETF were worth $9,179,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. EdgeRock Capital LLC acquired a new position in shares of Dimensional U.S. Small Cap ETF during the second quarter valued at approximately $58,000. Northwest Investment Counselors LLC purchased a new stake in shares of Dimensional U.S. Small Cap ETF during the third quarter worth approximately $70,000. O Shaughnessy Asset Management LLC lifted its stake in shares of Dimensional U.S. Small Cap ETF by 251.4% in the first quarter. O Shaughnessy Asset Management LLC now owns 1,114 shares of the company’s stock worth $69,000 after buying an additional 797 shares in the last quarter. Ridgewood Investments LLC acquired a new position in Dimensional U.S. Small Cap ETF during the second quarter worth about $80,000. Finally, Aptus Capital Advisors LLC grew its stake in Dimensional U.S. Small Cap ETF by 22.3% during the 2nd quarter. Aptus Capital Advisors LLC now owns 1,384 shares of the company’s stock valued at $83,000 after acquiring an additional 252 shares in the last quarter.

Dimensional U.S. Small Cap ETF Stock Performance

NYSEARCA DFAS opened at $67.27 on Friday. The stock’s fifty day moving average is $64.99 and its two-hundred day moving average is $62.71. The firm has a market capitalization of $8.75 billion, a P/E ratio of 12.98 and a beta of 1.13. Dimensional U.S. Small Cap ETF has a fifty-two week low of $52.66 and a fifty-two week high of $70.47.

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.