Cogent Strategic Wealth LLC Makes New Investment in Dimensional US Small Cap Value ETF $DFSV

Cogent Strategic Wealth LLC acquired a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 137,391 shares of the company’s stock, valued at approximately $4,818,000. Dimensional US Small Cap Value ETF accounts for 5.3% of Cogent Strategic Wealth LLC’s investment portfolio, making the stock its 6th biggest holding.

A number of other hedge funds have also added to or reduced their stakes in DFSV. Blueline Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter worth about $31,000. Concord Wealth Partners grew its holdings in shares of Dimensional US Small Cap Value ETF by 149.0% during the 4th 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 last quarter. Sound Income Strategies LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter valued at approximately $44,000. Arax Advisory Partners acquired a new position in Dimensional US Small Cap Value ETF during the 4th quarter worth 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 in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $38.14 on Friday. The company’s 50 day moving average price is $37.42 and its two-hundred day moving average price is $35.73. The firm has a market capitalization of $7.59 billion, a P/E ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a fifty-two week low of $28.53 and a fifty-two week 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.