RTD Financial Advisors Inc. Invests $856,000 in Dimensional US Small Cap Value ETF $DFSV

RTD Financial Advisors Inc. bought a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 26,021 shares of the company’s stock, valued at approximately $856,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Grunden Financial Advisory Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 2.6% during the fourth quarter. Grunden Financial Advisory Inc. now owns 464,053 shares of the company’s stock worth $15,263,000 after buying an additional 11,700 shares in the last quarter. Sterling Financial Planning Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 2.3% during the fourth quarter. Sterling Financial Planning Inc. now owns 286,687 shares of the company’s stock worth $9,429,000 after buying an additional 6,514 shares in the last quarter. 55 North Private Wealth LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth $477,000. Clark Asset Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 64.0% during the fourth quarter. Clark Asset Management LLC now owns 16,286 shares of the company’s stock worth $536,000 after buying an additional 6,354 shares in the last quarter. Finally, Elevate Wealth Advisory Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 10.6% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 11,003 shares of the company’s stock worth $362,000 after buying an additional 1,053 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA:DFSV opened at $37.27 on Tuesday. The company has a fifty day moving average of $35.71 and a 200-day moving average of $33.99. The company has a market capitalization of $7.34 billion, a PE ratio of 11.87 and a beta of 1.09. Dimensional US Small Cap Value ETF has a 52-week low of $24.94 and a 52-week high of $37.64.

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.