Chicago Partners Investment Group LLC Has $21.28 Million Stock Position in Dimensional US Small Cap Value ETF $DFSV

Chicago Partners Investment Group LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 572,540 shares of the company’s stock after purchasing an additional 17,829 shares during the quarter. Chicago Partners Investment Group LLC owned about 0.29% of Dimensional US Small Cap Value ETF worth $21,281,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in DFSV. GeoWealth Management LLC raised its stake in Dimensional US Small Cap Value ETF by 1.9% during the 4th quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock worth $504,000 after buying an additional 284 shares during the period. Lutz Financial Services LLC grew its stake in Dimensional US Small Cap Value ETF by 2.5% in the fourth quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock valued at $398,000 after acquiring an additional 293 shares during the period. Valued Wealth Advisors LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 1.3% during the fourth quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock valued at $775,000 after acquiring an additional 307 shares in the last quarter. Ruedi Wealth Management Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 0.4% during the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after acquiring an additional 321 shares in the last quarter. Finally, Verisail Partners LLC raised its position in shares of Dimensional US Small Cap Value ETF by 2.1% during the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock worth $541,000 after purchasing an additional 338 shares during the period.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV opened at $38.80 on Monday. Dimensional US Small Cap Value ETF has a 12-month low of $28.86 and a 12-month high of $39.33. The business’s fifty day moving average is $37.93 and its 200 day moving average is $36.31. The stock has a market cap of $7.96 billion, a P/E ratio of 11.87 and a beta of 1.03.

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.