BIP Wealth LLC Purchases 29,006 Shares of Dimensional US Small Cap Value ETF $DFSV

BIP Wealth LLC raised its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 29.5% during the first quarter, according to its most recent filing with the SEC. The firm owned 127,257 shares of the company’s stock after purchasing an additional 29,006 shares during the period. BIP Wealth LLC owned 0.06% of Dimensional US Small Cap Value ETF worth $4,459,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Blueline Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at $31,000. Concord Wealth Partners grew its holdings in 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 worth $33,000 after acquiring an additional 593 shares during the period. Sound Income Strategies LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter worth about $44,000. Arax Advisory Partners bought a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter worth about $44,000. Finally, Topsail Wealth Management LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 1st quarter worth about $52,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA:DFSV opened at $38.67 on Friday. Dimensional US Small Cap Value ETF has a 1 year low of $28.86 and a 1 year high of $39.33. The business’s 50-day moving average is $37.80 and its 200-day moving average is $36.11. The company has a market capitalization of $7.90 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03.

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.