Dimensional US Small Cap Value ETF $DFSV Shares Bought by Foundry Financial LLC

Foundry Financial LLC increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 26.2% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 191,475 shares of the company’s stock after acquiring an additional 39,804 shares during the quarter. Dimensional US Small Cap Value ETF accounts for approximately 2.8% of Foundry Financial LLC’s portfolio, making the stock its 9th largest position. Foundry Financial LLC owned approximately 0.10% of Dimensional US Small Cap Value ETF worth $6,709,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Blueline Advisors LLC bought a new stake in Dimensional US Small Cap Value ETF in the fourth quarter valued at $31,000. Concord Wealth Partners increased its position in Dimensional US Small Cap Value ETF by 149.0% in the 4th quarter. Concord Wealth Partners now owns 991 shares of the company’s stock valued at $33,000 after buying an additional 593 shares in the last quarter. Sound Income Strategies LLC acquired a new position in Dimensional US Small Cap Value ETF during the 4th quarter worth 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, Topsail Wealth Management LLC bought a new position in Dimensional US Small Cap Value ETF in the first quarter worth approximately $52,000.

Dimensional US Small Cap Value ETF Stock Up 0.5%

NYSEARCA DFSV opened at $38.89 on Friday. Dimensional US Small Cap Value ETF has a 52 week low of $28.86 and a 52 week high of $39.33. The business has a 50 day moving average price of $37.63 and a 200-day moving average price of $35.93. The company has a market cap of $7.74 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04.

About Dimensional US Small Cap Value ETF

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.