Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Zhang Financial LLC

Zhang Financial LLC raised its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 10.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 702,217 shares of the company’s stock after buying an additional 66,943 shares during the period. Dimensional US Small Cap Value ETF makes up about 0.9% of Zhang Financial LLC’s investment portfolio, making the stock its 27th largest holding. Zhang Financial LLC’s holdings in Dimensional US Small Cap Value ETF were worth $24,606,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. GeoWealth Management LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 1.9% during the 4th quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock worth $504,000 after acquiring an additional 284 shares in the last quarter. Lutz Financial Services LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 2.5% in the 4th quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock worth $398,000 after acquiring an additional 293 shares during the last quarter. Valued Wealth Advisors LLC raised its position in shares of Dimensional US Small Cap Value ETF by 1.3% during the fourth quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock worth $775,000 after purchasing an additional 307 shares during the period. Ruedi Wealth Management Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 0.4% during the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock worth $2,382,000 after purchasing an additional 321 shares during the period. Finally, Verisail Partners LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 2.1% during the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock valued at $541,000 after purchasing an additional 338 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.9%

Shares of NYSEARCA DFSV opened at $39.52 on Friday. Dimensional US Small Cap Value ETF has a 12 month low of $28.86 and a 12 month high of $39.95. The company has a market cap of $8.13 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03. The business has a fifty day simple moving average of $38.10 and a 200-day simple moving average of $36.49.

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.