Summit Wealth Group LLC Co. Invests $4.05 Million in Dimensional US Small Cap Value ETF $DFSV

Summit Wealth Group LLC Co. bought a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, Holdings Channel reports. The fund bought 123,025 shares of the company’s stock, valued at approximately $4,046,000. Dimensional US Small Cap Value ETF comprises approximately 0.5% of Summit Wealth Group LLC Co.’s holdings, making the stock its 29th biggest position.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DFSV. Savant Capital LLC increased its holdings in 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 acquiring an additional 1,628,432 shares in the last quarter. Coldstream Capital Management Inc. increased its holdings in 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 acquiring an additional 932,459 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in Dimensional US Small Cap Value ETF by 63.0% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock worth $64,327,000 after acquiring an additional 780,636 shares in the last quarter. Corient Private Wealth LLC increased its holdings in Dimensional US Small Cap Value ETF by 15.3% in the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock worth $171,177,000 after acquiring an additional 770,497 shares in the last quarter. Finally, Integrity Advisory Solutions LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 3rd quarter worth approximately $22,783,000.

Dimensional US Small Cap Value ETF Trading Down 0.8%

Dimensional US Small Cap Value ETF stock opened at $36.93 on Wednesday. The firm has a 50 day moving average of $35.87 and a 200 day moving average of $34.55. The firm has a market capitalization of $7.35 billion, a price-to-earnings ratio of 11.87 and a beta of 1.06. Dimensional US Small Cap Value ETF has a 12-month low of $27.51 and a 12-month 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.