Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Sterling Financial Planning Inc.

Sterling Financial Planning Inc. increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.2% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 277,710 shares of the company’s stock after purchasing an additional 44,782 shares during the quarter. Dimensional US Small Cap Value ETF accounts for 2.7% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 10th biggest holding. Sterling Financial Planning Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $8,173,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DFSV. Wealth Enhancement Advisory Services LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 7.7% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 784,338 shares of the company’s stock worth $22,079,000 after buying an additional 56,377 shares during the last quarter. Dynamic Advisor Solutions LLC raised its position in shares of Dimensional US Small Cap Value ETF by 136.1% during the 1st quarter. Dynamic Advisor Solutions LLC now owns 17,028 shares of the company’s stock worth $479,000 after purchasing an additional 9,816 shares during the last quarter. Janney Montgomery Scott LLC raised its position in shares of Dimensional US Small Cap Value ETF by 8.6% during the 1st quarter. Janney Montgomery Scott LLC now owns 17,863 shares of the company’s stock worth $503,000 after purchasing an additional 1,418 shares during the last quarter. Kingswood Wealth Advisors LLC raised its position in shares of Dimensional US Small Cap Value ETF by 3.1% during the 1st quarter. Kingswood Wealth Advisors LLC now owns 72,346 shares of the company’s stock worth $2,037,000 after purchasing an additional 2,208 shares during the last quarter. Finally, Builder Investment Group Inc. ADV raised its position in shares of Dimensional US Small Cap Value ETF by 12.3% during the 1st quarter. Builder Investment Group Inc. ADV now owns 18,983 shares of the company’s stock worth $534,000 after purchasing an additional 2,084 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $31.72 on Wednesday. Dimensional US Small Cap Value ETF has a 1 year low of $23.80 and a 1 year high of $34.23. The company has a market capitalization of $5.39 billion, a P/E ratio of 11.87 and a beta of 1.05. The business has a 50 day moving average price of $31.77 and a 200 day moving average price of $29.57.

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.