Dimensional US Small Cap Value ETF $DFSV Stock Holdings Boosted by Factor Wealth Management LTD

Factor Wealth Management LTD grew its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 82.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 634,617 shares of the company’s stock after purchasing an additional 286,614 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 3.7% of Factor Wealth Management LTD’s holdings, making the stock its 7th biggest position. Factor Wealth Management LTD’s holdings in Dimensional US Small Cap Value ETF were worth $24,617,000 as of its most recent filing with the Securities and Exchange Commission.

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

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA:DFSV opened at $40.11 on Friday. Dimensional US Small Cap Value ETF has a one year low of $29.60 and a one year high of $40.74. The stock has a market capitalization of $8.30 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03. The company has a 50-day simple moving average of $38.83 and a 200-day simple moving average of $37.08.

About Dimensional US Small Cap Value ETF

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.