Hassell Wealth Management LLC Boosts Stake in Dimensional US Small Cap Value ETF $DFSV

Hassell Wealth Management LLC lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 746,535 shares of the company’s stock after acquiring an additional 16,678 shares during the quarter. Dimensional US Small Cap Value ETF makes up approximately 8.2% of Hassell Wealth Management LLC’s portfolio, making the stock its 5th biggest position. Hassell Wealth Management LLC owned 0.43% of Dimensional US Small Cap Value ETF worth $23,770,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of DFSV. Oakworth Capital Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF in the third quarter valued at approximately $56,000. AE Wealth Management LLC increased its position in Dimensional US Small Cap Value ETF by 404.1% in the 2nd quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock valued at $101,000 after acquiring an additional 2,756 shares during the period. EverSource Wealth Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the second quarter valued at $180,000. Hurley Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 14.3% during the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock worth $183,000 after purchasing an additional 777 shares during the period. Finally, Fortress Wealth Management Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF in the third quarter worth $204,000.

Dimensional US Small Cap Value ETF Trading Up 2.8%

Shares of DFSV opened at $37.17 on Friday. The stock’s 50-day moving average price is $34.17 and its two-hundred day moving average price is $32.45. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $37.26. The company has a market capitalization of $6.97 billion, a PE ratio of 11.87 and a beta of 1.13.

About Dimensional US Small Cap Value ETF

The Dimensional US Small Cap Value ETF (DFSV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund actively invests in broad and diverse portfolio of US small-cap companies. Stock selection is based on value characteristics and weighted by market capitalization. DFSV was launched on Feb 24, 2022 and is managed by Dimensional.