Dimensional US Small Cap Value ETF $DFSV Stock Position Decreased by RCS Financial Planning LLC

RCS Financial Planning LLC cut its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 293,376 shares of the company’s stock after selling 15,536 shares during the quarter. Dimensional US Small Cap Value ETF makes up approximately 4.2% of RCS Financial Planning LLC’s holdings, making the stock its 6th biggest position. RCS Financial Planning LLC owned about 0.16% of Dimensional US Small Cap Value ETF worth $9,649,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. DecisionPoint Financial LLC lifted its holdings in Dimensional US Small Cap Value ETF by 104.7% during the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after purchasing an additional 827 shares in the last quarter. Oakworth Capital Inc. bought a new position in Dimensional US Small Cap Value ETF in the 3rd quarter worth $56,000. EverSource Wealth Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 2nd quarter worth $180,000. Hurley Capital LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 14.3% in the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after acquiring an additional 777 shares in the last quarter. Finally, AE Wealth Management LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 69.9% in the third quarter. AE Wealth Management LLC now owns 5,842 shares of the company’s stock worth $186,000 after acquiring an additional 2,404 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 2.0%

Shares of DFSV opened at $35.04 on Wednesday. The business’s 50 day moving average is $35.61 and its 200 day moving average is $33.60. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $37.64. The company has a market capitalization of $6.57 billion, a PE ratio of 11.87 and a beta of 1.13.

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.