RCS Financial Planning LLC Trims Position in Dimensional US Small Cap Value ETF $DFSV

RCS Financial Planning LLC cut its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 293,376 shares of the company’s stock after selling 15,536 shares during the period. Dimensional US Small Cap Value ETF makes up about 4.2% of RCS Financial Planning LLC’s portfolio, making the stock its 6th biggest holding. RCS Financial Planning LLC’s holdings in Dimensional US Small Cap Value ETF were worth $9,649,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Cerity Partners LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 225.3% during the 2nd quarter. Cerity Partners LLC now owns 3,035,274 shares of the company’s stock valued at $89,328,000 after acquiring an additional 2,102,092 shares during the last quarter. Savant Capital LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 13.8% in the 3rd quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock worth $426,688,000 after buying an additional 1,628,432 shares in the last quarter. Coldstream Capital Management Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 70.2% in the 3rd quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock worth $71,956,000 after buying an additional 932,459 shares during the last quarter. Envestnet Asset Management Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 63.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock valued at $64,327,000 after buying an additional 780,636 shares in the last quarter. Finally, Corient Private Wealth LLC raised its position in shares of Dimensional US Small Cap Value ETF by 15.3% during the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock valued at $171,177,000 after buying an additional 770,497 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Up 2.0%

DFSV opened at $35.04 on Wednesday. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $37.64. The stock has a 50-day moving average of $35.61 and a 200 day moving average of $33.60. The firm has a market cap of $6.57 billion, a P/E 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.