LJI Wealth Management LLC Makes New $2.58 Million Investment in Dimensional US Small Cap Value ETF $DFSV

LJI Wealth Management LLC bought a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 78,317 shares of the company’s stock, valued at approximately $2,576,000. Dimensional US Small Cap Value ETF comprises about 0.4% of LJI Wealth Management LLC’s holdings, making the stock its 28th biggest position.

A number of other hedge funds and other institutional investors have also recently modified their holdings of DFSV. Goldman Sachs Group Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 53.3% during the first quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after buying an additional 37,056 shares during the last quarter. EverSource Wealth Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the second quarter worth $180,000. Brown Advisory Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 30.3% during the second quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock worth $686,000 after buying an additional 5,421 shares during the last quarter. Raymond James Financial Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 8.3% during the second quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock worth $43,590,000 after buying an additional 113,860 shares during the last quarter. Finally, Sentinel Wealth Management Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF during the second quarter worth $6,882,000.

Dimensional US Small Cap Value ETF Trading Up 0.3%

NYSEARCA:DFSV opened at $37.58 on Friday. The stock has a market cap of $7.48 billion, a P/E ratio of 11.87 and a beta of 1.06. The stock’s 50-day moving average is $35.83 and its 200-day moving average is $34.43. Dimensional US Small Cap Value ETF has a 1-year low of $27.51 and a 1-year high of $38.03.

Dimensional US Small Cap Value ETF Profile

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.