92,338 Shares in Dimensional US Small Cap Value ETF $DFSV Purchased by Madrid Wealth Management LLC

Madrid Wealth Management LLC bought a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 92,338 shares of the company’s stock, valued at approximately $3,037,000. Dimensional US Small Cap Value ETF comprises approximately 2.5% of Madrid Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding.

A number of other institutional investors and hedge funds have also made changes to their positions in DFSV. Savant Capital LLC boosted its position in Dimensional US Small Cap Value ETF by 13.8% during the 3rd quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock valued at $426,688,000 after purchasing an additional 1,628,432 shares during the period. Coldstream Capital Management Inc. lifted its stake in Dimensional US Small Cap Value ETF by 70.2% in the third quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock valued at $71,956,000 after buying an additional 932,459 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 63.0% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock worth $64,327,000 after acquiring an additional 780,636 shares during the period. Corient Private Wealth LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 15.3% in the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock worth $171,177,000 after acquiring an additional 770,497 shares during the period. Finally, Integrity Advisory Solutions LLC bought a new stake in Dimensional US Small Cap Value ETF in the 3rd quarter valued at about $22,783,000.

Dimensional US Small Cap Value ETF Trading Up 1.5%

NYSEARCA DFSV opened at $37.65 on Friday. The company has a 50-day moving average price of $35.76 and a two-hundred day moving average price of $34.26. Dimensional US Small Cap Value ETF has a 52 week low of $26.56 and a 52 week high of $37.72. The stock has a market cap of $7.47 billion, a price-to-earnings ratio of 11.87 and a beta of 1.09.

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.