Alpha Financial Advisors LLC Purchases 32,914 Shares of Dimensional US Small Cap Value ETF $DFSV

Alpha Financial Advisors LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 529,912 shares of the company’s stock after acquiring an additional 32,914 shares during the quarter. Dimensional US Small Cap Value ETF makes up approximately 5.3% of Alpha Financial Advisors LLC’s portfolio, making the stock its 8th largest holding. Alpha Financial Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $17,429,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in DFSV. DecisionPoint Financial LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 104.7% in the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after purchasing an additional 827 shares during the last quarter. Oakworth Capital Inc. acquired a new position in Dimensional US Small Cap Value ETF during the third quarter worth $56,000. EverSource Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the second quarter worth $180,000. Hurley Capital LLC raised its holdings in Dimensional US Small Cap Value ETF by 14.3% during the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after buying an additional 777 shares in the last quarter. Finally, AE Wealth Management LLC raised its holdings in Dimensional US Small Cap Value ETF by 69.9% during the third quarter. AE Wealth Management LLC now owns 5,842 shares of the company’s stock valued at $186,000 after buying an additional 2,404 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA DFSV opened at $35.21 on Friday. The firm has a market cap of $6.85 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. The business’s 50-day simple moving average is $35.60 and its 200-day simple moving average is $33.65. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $37.64.

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.