Great Oak Capital Partners LLC Grows Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Great Oak Capital Partners LLC raised its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 39.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,951 shares of the company’s stock after buying an additional 4,478 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 0.2% of Great Oak Capital Partners LLC’s portfolio, making the stock its 23rd biggest holding. Great Oak Capital Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $480,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. EP Wealth Advisors LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 64,154.8% during the 3rd quarter. EP Wealth Advisors LLC now owns 2,421,763 shares of the company’s stock valued at $61,367,000 after acquiring an additional 2,417,994 shares during the last quarter. DiNuzzo Private Wealth Inc. acquired a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at about $35,969,000. Alaska Permanent Fund Corp lifted its position in Dimensional US Small Cap Value ETF by 18.5% in the fourth quarter. Alaska Permanent Fund Corp now owns 7,858,586 shares of the company’s stock valued at $228,842,000 after buying an additional 1,224,990 shares during the last quarter. Savant Capital LLC lifted its position in Dimensional US Small Cap Value ETF by 52.2% in the fourth quarter. Savant Capital LLC now owns 2,257,574 shares of the company’s stock valued at $65,741,000 after buying an additional 774,157 shares during the last quarter. Finally, Private Wealth Management Group LLC acquired a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at about $15,439,000.

Dimensional US Small Cap Value ETF Trading Up 0.2 %

NYSEARCA DFSV traded up $0.05 during trading hours on Wednesday, reaching $28.46. The company had a trading volume of 524,170 shares, compared to its average volume of 428,405. The stock has a 50-day moving average of $29.03 and a 200 day moving average of $28.78. Dimensional US Small Cap Value ETF has a 1-year low of $23.54 and a 1-year high of $30.27. The stock has a market capitalization of $2.84 billion, a P/E ratio of 8.86 and a beta of 1.13.

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.