BIP Wealth LLC Has $4.46 Million Position in Dimensional US Small Cap Value ETF $DFSV

BIP Wealth LLC increased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 29.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 127,257 shares of the company’s stock after acquiring an additional 29,006 shares during the quarter. BIP Wealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $4,459,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. Blueline Advisors LLC bought a new stake in Dimensional US Small Cap Value ETF in the fourth quarter valued at $31,000. Concord Wealth Partners boosted its position in shares of Dimensional US Small Cap Value ETF by 149.0% during the 4th quarter. Concord Wealth Partners now owns 991 shares of the company’s stock worth $33,000 after purchasing an additional 593 shares in the last quarter. Sound Income Strategies LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at about $44,000. Arax Advisory Partners acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at about $44,000. Finally, Topsail Wealth Management LLC bought a new stake in Dimensional US Small Cap Value ETF in the 1st quarter valued at about $52,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $38.67 on Friday. The business has a 50-day simple moving average of $37.80 and a 200 day simple moving average of $36.11. Dimensional US Small Cap Value ETF has a one year low of $28.86 and a one year high of $39.33. The firm has a market capitalization of $7.90 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03.

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.