Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Ritholtz Wealth Management

Ritholtz Wealth Management boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,857,508 shares of the company’s stock after purchasing an additional 239,097 shares during the period. Dimensional US Small Cap Value ETF comprises 2.3% of Ritholtz Wealth Management’s holdings, making the stock its 9th largest position. Ritholtz Wealth Management’s holdings in Dimensional US Small Cap Value ETF were worth $135,167,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of DFSV. Blueline Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the fourth quarter valued at about $31,000. Concord Wealth Partners grew its holdings in shares of Dimensional US Small Cap Value ETF by 149.0% during the fourth quarter. Concord Wealth Partners now owns 991 shares of the company’s stock worth $33,000 after buying an additional 593 shares in the last quarter. Sound Income Strategies LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $44,000. Arax Advisory Partners bought a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $44,000. Finally, Coston McIsaac & Partners raised its position in Dimensional US Small Cap Value ETF by 154.3% in the 4th quarter. Coston McIsaac & Partners now owns 1,686 shares of the company’s stock valued at $55,000 after buying an additional 1,023 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $38.38 on Thursday. The stock has a market capitalization of $7.64 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04. The stock’s 50 day moving average price is $37.53 and its two-hundred day moving average price is $35.87. Dimensional US Small Cap Value ETF has a 52 week low of $28.86 and a 52 week high of $39.33.

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.