Dimensional US Small Cap Value ETF $DFSV Holdings Boosted by Hassell Wealth Management LLC

Hassell Wealth Management LLC lifted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 746,535 shares of the company’s stock after acquiring an additional 16,678 shares during the period. Dimensional US Small Cap Value ETF accounts for about 8.2% of Hassell Wealth Management LLC’s portfolio, making the stock its 5th biggest holding. Hassell Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $23,770,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in DFSV. Oakworth Capital Inc. purchased a new position in shares of Dimensional US Small Cap Value ETF in the third quarter worth $56,000. AE Wealth Management LLC lifted its stake in Dimensional US Small Cap Value ETF by 404.1% in the 2nd quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after purchasing an additional 2,756 shares in the last quarter. EverSource Wealth Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the 2nd quarter valued at about $180,000. Hurley Capital LLC grew its position in shares of Dimensional US Small Cap Value ETF by 14.3% during the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after purchasing an additional 777 shares in the last quarter. Finally, Mills Wealth Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the second quarter worth about $200,000.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA DFSV opened at $37.17 on Friday. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $37.26. The business has a 50 day simple moving average of $34.17 and a two-hundred day simple moving average of $32.45. The stock has a market capitalization of $6.97 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.