Dimensional US Small Cap Value ETF $DFSV Stock Holdings Increased by Client 1ST Advisory Group LLC

Client 1ST Advisory Group LLC raised its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 27.4% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 120,542 shares of the company’s stock after buying an additional 25,911 shares during the period. Dimensional US Small Cap Value ETF makes up about 1.3% of Client 1ST Advisory Group LLC’s investment portfolio, making the stock its 18th largest holding. Client 1ST Advisory Group LLC’s holdings in Dimensional US Small Cap Value ETF were worth $3,838,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of DFSV. Mustard Seed Financial LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 11.8% during the 2nd quarter. Mustard Seed Financial LLC now owns 44,856 shares of the company’s stock worth $1,320,000 after purchasing an additional 4,744 shares in the last quarter. Baker Tilly Wealth Management LLC acquired a new position in Dimensional US Small Cap Value ETF in the third quarter worth approximately $1,216,000. Willow Creek Wealth Management Inc. raised its position in Dimensional US Small Cap Value ETF by 170.1% during the second quarter. Willow Creek Wealth Management Inc. now owns 41,282 shares of the company’s stock valued at $1,215,000 after acquiring an additional 25,998 shares in the last quarter. XY Planning Network Inc. lifted its stake in Dimensional US Small Cap Value ETF by 110.4% in the second quarter. XY Planning Network Inc. now owns 143,039 shares of the company’s stock valued at $4,210,000 after acquiring an additional 75,044 shares during the last quarter. Finally, Allworth Financial LP lifted its stake in shares of Dimensional US Small Cap Value ETF by 0.9% in the 2nd quarter. Allworth Financial LP now owns 452,575 shares of the company’s stock valued at $13,319,000 after purchasing an additional 3,845 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA:DFSV opened at $33.39 on Friday. The stock has a market capitalization of $5.77 billion, a P/E ratio of 11.87 and a beta of 1.13. The business has a 50-day moving average of $32.26 and a two-hundred day moving average of $31.43. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $34.21.

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.