Madrid Wealth Management LLC Buys New Stake in Dimensional US Small Cap Value ETF $DFSV

Madrid Wealth Management LLC acquired a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 92,338 shares of the company’s stock, valued at approximately $3,037,000. Dimensional US Small Cap Value ETF accounts for 2.5% of Madrid Wealth Management LLC’s portfolio, making the stock its 12th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Concord Wealth Partners lifted its stake in 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 purchasing an additional 593 shares during the period. Sound Income Strategies LLC bought a new stake in Dimensional US Small Cap Value ETF during the 4th quarter worth about $44,000. DecisionPoint Financial LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 104.7% in 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 during the period. Oakworth Capital Inc. acquired a new stake in Dimensional US Small Cap Value ETF in the third quarter worth about $56,000. Finally, Richardson Capital Management LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth approximately $63,000.

Dimensional US Small Cap Value ETF Trading Up 1.5%

Shares of DFSV opened at $37.65 on Friday. The stock has a market cap of $7.47 billion, a P/E ratio of 11.87 and a beta of 1.09. The stock’s 50-day moving average price is $35.76 and its two-hundred day moving average price is $34.26. Dimensional US Small Cap Value ETF has a 1 year low of $26.56 and a 1 year high of $37.72.

Dimensional US Small Cap Value ETF Company 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.