Level Financial Advisors Purchases 17,494 Shares of Dimensional US Small Cap Value ETF $DFSV

Level Financial Advisors raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 16.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 125,763 shares of the company’s stock after acquiring an additional 17,494 shares during the period. Dimensional US Small Cap Value ETF makes up approximately 1.1% of Level Financial Advisors’ investment portfolio, making the stock its 25th largest position. Level Financial Advisors owned about 0.07% of Dimensional US Small Cap Value ETF worth $4,136,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the company. Discipline Wealth Solutions LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 20.9% during the fourth quarter. Discipline Wealth Solutions LLC now owns 187,302 shares of the company’s stock worth $6,160,000 after acquiring an additional 32,322 shares during the period. DBK Financial Counsel LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 6.0% during the fourth quarter. DBK Financial Counsel LLC now owns 24,321 shares of the company’s stock worth $800,000 after acquiring an additional 1,380 shares during the period. Liberty Capital Management Inc. boosted its holdings in shares of Dimensional US Small Cap Value ETF by 22.5% during the fourth quarter. Liberty Capital Management Inc. now owns 10,539 shares of the company’s stock worth $347,000 after acquiring an additional 1,939 shares during the period. CWM LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 490.5% during the fourth quarter. CWM LLC now owns 550,491 shares of the company’s stock worth $18,106,000 after acquiring an additional 457,270 shares during the period. Finally, WorthPointe LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 237.2% during the fourth quarter. WorthPointe LLC now owns 76,817 shares of the company’s stock worth $2,527,000 after acquiring an additional 54,034 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 0.6%

Shares of NYSEARCA:DFSV opened at $36.47 on Friday. Dimensional US Small Cap Value ETF has a 12-month low of $24.94 and a 12-month high of $37.64. The stock has a market cap of $7.17 billion, a PE ratio of 11.87 and a beta of 1.09. The business has a 50 day moving average of $35.71 and a 200-day moving average of $33.89.

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.