Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Bought by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 250.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 70,138 shares of the company’s stock after purchasing an additional 50,133 shares during the period. Kingswood Wealth Advisors LLC owned approximately 0.07% of Dimensional US Small Cap Value ETF worth $2,159,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Aptus Capital Advisors LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 687.8% in the 3rd quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock valued at $89,000 after purchasing an additional 2,531 shares during the period. UMB Bank n.a. acquired a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter worth $178,000. Acropolis Investment Management LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter worth about $188,000. Acorn Wealth Advisors LLC bought a new stake in Dimensional US Small Cap Value ETF in the third quarter worth approximately $206,000. Finally, Rockbridge Investment Management LCC bought a new position in Dimensional US Small Cap Value ETF during the third quarter valued at about $208,000.

Dimensional US Small Cap Value ETF Stock Down 0.0 %

Shares of DFSV stock opened at $31.87 on Tuesday. The business’s 50 day moving average is $31.85 and its two-hundred day moving average is $31.01. The company has a market cap of $3.18 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12 month low of $27.51 and a 12 month high of $34.23.

Dimensional US Small Cap Value ETF 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.