Capstone Wealth Management Inc. Makes New $450,000 Investment in Dimensional US Small Cap Value ETF $DFSV

Capstone Wealth Management Inc. bought a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 13,669 shares of the company’s stock, valued at approximately $450,000. Dimensional US Small Cap Value ETF accounts for 0.4% of Capstone Wealth Management Inc.’s portfolio, making the stock its 29th largest position.

Several other hedge funds and other institutional investors have also made changes to their positions in DFSV. Blueline Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $31,000. Concord Wealth Partners lifted its position in Dimensional US Small Cap Value ETF by 149.0% in the fourth quarter. Concord Wealth Partners now owns 991 shares of the company’s stock valued at $33,000 after purchasing an additional 593 shares during the period. Sound Income Strategies LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 4th quarter valued at approximately $44,000. Arax Advisory Partners purchased a new stake in Dimensional US Small Cap Value ETF in the 4th quarter valued at approximately $44,000. Finally, DecisionPoint Financial LLC increased its position in Dimensional US Small Cap Value ETF by 104.7% during the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after purchasing an additional 827 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 0.8%

NYSEARCA DFSV opened at $38.14 on Friday. The stock has a market capitalization of $7.59 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04. The business’s 50 day moving average is $37.38 and its two-hundred day moving average is $35.71. Dimensional US Small Cap Value ETF has a 12-month low of $28.53 and a 12-month high of $39.33.

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.