Root Financial Partners LLC Has $20.31 Million Stock Position in Dimensional US Small Cap Value ETF $DFSV

Root Financial Partners LLC lowered its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 29.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 617,486 shares of the company’s stock after selling 259,185 shares during the period. Dimensional US Small Cap Value ETF comprises 1.0% of Root Financial Partners LLC’s holdings, making the stock its 18th largest position. Root Financial Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $20,309,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Cogent Private Wealth Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at $592,000. JMG Financial Group Ltd. increased its position in shares of Dimensional US Small Cap Value ETF by 3.9% in the 4th quarter. JMG Financial Group Ltd. now owns 5,832,420 shares of the company’s stock valued at $191,828,000 after buying an additional 219,296 shares in the last quarter. Peapack Gladstone Financial Corp increased its position in shares of Dimensional US Small Cap Value ETF by 19.5% in the 4th quarter. Peapack Gladstone Financial Corp now owns 342,693 shares of the company’s stock valued at $11,272,000 after buying an additional 55,906 shares in the last quarter. Clear Harbor Asset Management LLC increased its position in shares of Dimensional US Small Cap Value ETF by 5.3% in the 4th quarter. Clear Harbor Asset Management LLC now owns 37,785 shares of the company’s stock valued at $1,243,000 after buying an additional 1,885 shares in the last quarter. Finally, W.H. Cornerstone Investments Inc. increased its position in shares of Dimensional US Small Cap Value ETF by 10.6% in the 4th quarter. W.H. Cornerstone Investments Inc. now owns 111,518 shares of the company’s stock valued at $3,668,000 after buying an additional 10,674 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Up 0.1%

DFSV opened at $37.73 on Tuesday. Dimensional US Small Cap Value ETF has a 12 month low of $27.80 and a 12 month high of $38.06. The company has a fifty day simple moving average of $36.53 and a 200 day simple moving average of $35.11. The stock has a market cap of $7.51 billion, a P/E ratio of 11.87 and a beta of 1.06.

Dimensional US Small Cap Value ETF Company 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.