Tobias Financial Advisors Inc. Acquires 50,616 Shares of Dimensional US Small Cap Value ETF $DFSV

Tobias Financial Advisors Inc. raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 13.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 414,592 shares of the company’s stock after buying an additional 50,616 shares during the quarter. Dimensional US Small Cap Value ETF comprises 1.9% of Tobias Financial Advisors Inc.’s portfolio, making the stock its 16th biggest holding. Tobias Financial Advisors Inc. owned approximately 0.22% of Dimensional US Small Cap Value ETF worth $13,636,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Blueline Advisors LLC purchased a new position in Dimensional US Small Cap Value ETF during the 4th quarter valued at approximately $31,000. Concord Wealth Partners grew its holdings in 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 valued at $33,000 after buying an additional 593 shares in the last quarter. Sound Income Strategies LLC purchased a new position in Dimensional US Small Cap Value ETF during the 4th quarter valued at approximately $44,000. Arax Advisory Partners purchased a new position in Dimensional US Small Cap Value ETF during the 4th quarter valued at approximately $44,000. Finally, DecisionPoint Financial LLC grew its holdings in Dimensional US Small Cap Value ETF by 104.7% during the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after buying an additional 827 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA DFSV opened at $38.99 on Monday. The stock has a market capitalization of $7.76 billion, a PE ratio of 11.87 and a beta of 1.04. The business has a 50 day simple moving average of $37.14 and a two-hundred day simple moving average of $35.55. Dimensional US Small Cap Value ETF has a 1-year low of $28.53 and a 1-year high of $39.13.

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.