LJI Wealth Management LLC Makes New Investment in Dimensional US Small Cap Value ETF $DFSV

LJI Wealth Management LLC purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the fourth quarter, Holdings Channel.com reports. The firm purchased 78,317 shares of the company’s stock, valued at approximately $2,576,000. Dimensional US Small Cap Value ETF makes up approximately 0.4% of LJI Wealth Management LLC’s investment portfolio, making the stock its 28th biggest position.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Avant Financial Advisors LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 5.0% during the 3rd quarter. Avant Financial Advisors LLC now owns 326,860 shares of the company’s stock worth $10,407,000 after purchasing an additional 15,464 shares in the last quarter. BIP Wealth LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 132.2% during the 3rd quarter. BIP Wealth LLC now owns 47,071 shares of the company’s stock worth $1,499,000 after purchasing an additional 26,802 shares in the last quarter. Bayshore Asset Management LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 72.5% during the 4th quarter. Bayshore Asset Management LLC now owns 82,000 shares of the company’s stock worth $2,697,000 after purchasing an additional 34,461 shares in the last quarter. Sensenig Capital Advisors Inc bought a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth about $656,000. Finally, Dakota Wealth Management bought a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth about $2,157,000.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $37.58 on Friday. The stock has a market capitalization of $7.48 billion, a PE ratio of 11.87 and a beta of 1.06. The company’s 50-day moving average is $35.83 and its 200-day moving average is $34.43. Dimensional US Small Cap Value ETF has a 1 year low of $27.51 and a 1 year high of $38.03.

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.