Factor Wealth Management LTD Buys 242,447 Shares of Dimensional US Small Cap Value ETF $DFSV

Factor Wealth Management LTD increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 229.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 348,003 shares of the company’s stock after buying an additional 242,447 shares during the period. Dimensional US Small Cap Value ETF accounts for 2.3% of Factor Wealth Management LTD’s portfolio, making the stock its 13th largest position. Factor Wealth Management LTD owned approximately 0.18% of Dimensional US Small Cap Value ETF worth $12,194,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of DFSV. Savant Capital LLC boosted its position in Dimensional US Small Cap Value ETF by 20.0% during the 4th quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock valued at $528,976,000 after acquiring an additional 2,682,169 shares in the last quarter. Corient Private Wealth LLC raised its position in shares of Dimensional US Small Cap Value ETF by 41.9% in the 4th quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock worth $240,036,000 after acquiring an additional 2,154,893 shares in the last quarter. Mather Group LLC. raised its position in shares of Dimensional US Small Cap Value ETF by 1.6% in the 4th quarter. Mather Group LLC. now owns 6,616,180 shares of the company’s stock worth $217,606,000 after acquiring an additional 105,207 shares in the last quarter. JMG Financial Group Ltd. lifted its stake in shares of Dimensional US Small Cap Value ETF by 3.9% in the 4th quarter. JMG Financial Group Ltd. now owns 5,832,420 shares of the company’s stock valued at $191,828,000 after purchasing an additional 219,296 shares during the period. Finally, Focus Partners Wealth lifted its stake in shares of Dimensional US Small Cap Value ETF by 20.3% in the 4th quarter. Focus Partners Wealth now owns 4,310,926 shares of the company’s stock valued at $141,786,000 after purchasing an additional 728,129 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 0.8%

NYSEARCA DFSV opened at $38.38 on Thursday. The firm has a market capitalization of $7.64 billion, a PE ratio of 11.87 and a beta of 1.04. The stock’s 50 day moving average is $37.53 and its 200 day moving average is $35.87. Dimensional US Small Cap Value ETF has a twelve month low of $28.86 and a twelve 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.