Dimensional US Small Cap Value ETF $DFSV Stock Holdings Lifted by Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 854,981 shares of the company’s stock after purchasing an additional 40,112 shares during the period. Dimensional US Small Cap Value ETF accounts for about 6.8% of Leading Edge Financial Planning LLC’s investment portfolio, making the stock its 5th largest position. Leading Edge Financial Planning LLC owned approximately 0.49% of Dimensional US Small Cap Value ETF worth $27,223,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in DFSV. Goldman Sachs Group Inc. raised its position in Dimensional US Small Cap Value ETF by 53.3% during the first quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock valued at $3,001,000 after acquiring an additional 37,056 shares in the last quarter. Bank of Montreal Can increased its position in Dimensional US Small Cap Value ETF by 10.6% during the second quarter. Bank of Montreal Can now owns 832,836 shares of the company’s stock worth $24,510,000 after buying an additional 80,146 shares during the last quarter. Atlantic Union Bankshares Corp bought a new position in Dimensional US Small Cap Value ETF during the second quarter valued at about $2,194,000. Summit Wealth Group LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 555.1% in the second quarter. Summit Wealth Group LLC now owns 117,453 shares of the company’s stock worth $3,457,000 after buying an additional 99,523 shares during the last quarter. Finally, Savant Capital LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 25.5% during the 2nd quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock worth $346,468,000 after acquiring an additional 2,393,673 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV stock opened at $35.63 on Friday. The stock’s 50 day simple moving average is $35.44 and its 200 day simple moving average is $33.27. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $37.64. The company has a market capitalization of $6.68 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13.

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.