Discipline Wealth Solutions LLC Boosts Stock Position in Dimensional US Small Cap Value ETF $DFSV

Discipline Wealth Solutions LLC grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 17.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 220,818 shares of the company’s stock after purchasing an additional 33,516 shares during the period. Discipline Wealth Solutions LLC owned about 0.11% of Dimensional US Small Cap Value ETF worth $7,737,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of DFSV. Bayshore Asset Management LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 72.5% during the fourth quarter. Bayshore Asset Management LLC now owns 82,000 shares of the company’s stock worth $2,697,000 after buying an additional 34,461 shares during the period. Dakota Wealth Management acquired a new stake in Dimensional US Small Cap Value ETF during the 4th quarter worth $2,157,000. Sensenig Capital Advisors Inc acquired a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $656,000. Apella Capital LLC lifted its stake in Dimensional US Small Cap Value ETF by 101.5% in the fourth quarter. Apella Capital LLC now owns 49,868 shares of the company’s stock valued at $1,640,000 after buying an additional 25,121 shares during the last quarter. Finally, BDFS Capital LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 4th quarter valued at $841,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA:DFSV opened at $38.23 on Tuesday. The company has a 50-day simple moving average of $37.46 and a 200-day simple moving average of $35.79. The stock has a market capitalization of $7.61 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a one year low of $28.53 and a one year high of $39.33.

Dimensional US Small Cap Value ETF 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.