Global Financial Private Client LLC Has $1.14 Million Position in Dimensional US Small Cap Value ETF $DFSV

Global Financial Private Client LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 418.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,635 shares of the company’s stock after buying an additional 26,337 shares during the period. Global Financial Private Client LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,144,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of DFSV. GeoWealth Management LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 1.9% during the 4th quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock valued at $504,000 after acquiring an additional 284 shares in the last quarter. Lutz Financial Services LLC increased 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 acquiring an additional 293 shares during the period. Valued Wealth Advisors LLC raised its position in Dimensional US Small Cap Value ETF by 1.3% in the fourth quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock worth $775,000 after purchasing an additional 307 shares in the last quarter. Ruedi Wealth Management Inc. raised its position in Dimensional US Small Cap Value ETF by 0.4% in the fourth 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 in the last quarter. Finally, Verisail Partners LLC lifted its stake in Dimensional US Small Cap Value ETF by 2.1% during the fourth 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 Up 0.8%

Shares of DFSV opened at $38.38 on Thursday. The company has a 50-day moving average price of $37.53 and a two-hundred day moving average price of $35.87. The stock has a market cap of $7.64 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a 12 month low of $28.86 and a 12 month high of $39.33.

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.