Summit Wealth Group LLC Co. Acquires Shares of 123,025 Dimensional US Small Cap Value ETF $DFSV

Summit Wealth Group LLC Co. acquired a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 123,025 shares of the company’s stock, valued at approximately $4,046,000. Dimensional US Small Cap Value ETF accounts for about 0.5% of Summit Wealth Group LLC Co.’s holdings, making the stock its 29th biggest position. Summit Wealth Group LLC Co. owned about 0.07% of Dimensional US Small Cap Value ETF at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of DFSV. Savant Capital LLC raised its position in shares of Dimensional US Small Cap Value ETF by 13.8% in the 3rd quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock worth $426,688,000 after purchasing an additional 1,628,432 shares during the last quarter. Coldstream Capital Management Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 70.2% in the 3rd quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock worth $71,956,000 after purchasing an additional 932,459 shares during the last quarter. Envestnet Asset Management Inc. raised its position 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 purchasing an additional 780,636 shares during the last quarter. Corient Private Wealth LLC raised its position 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 purchasing an additional 770,497 shares during the last quarter. Finally, Integrity Advisory Solutions LLC purchased a new position in shares of Dimensional US Small Cap Value ETF in the 3rd quarter worth about $22,783,000.

Dimensional US Small Cap Value ETF Price Performance

DFSV opened at $36.93 on Wednesday. The stock has a 50-day moving average price of $35.87 and a 200-day moving average price of $34.55. The firm has a market cap of $7.35 billion, a PE ratio of 11.87 and a beta of 1.06. Dimensional US Small Cap Value ETF has a 1 year low of $27.51 and a 1 year high of $38.03.

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.