Golden Bell Financial Planning LLC Has $640,000 Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Golden Bell Financial Planning LLC grew its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 54.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,741 shares of the company’s stock after buying an additional 7,654 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 0.6% of Golden Bell Financial Planning LLC’s investment portfolio, making the stock its 22nd biggest position. Golden Bell Financial Planning LLC’s holdings in Dimensional US Small Cap Value ETF were worth $640,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Mustard Seed Financial LLC grew its stake in Dimensional US Small Cap Value ETF by 11.8% during the second quarter. Mustard Seed Financial LLC now owns 44,856 shares of the company’s stock worth $1,320,000 after buying an additional 4,744 shares during the last quarter. Willow Creek Wealth Management Inc. grew its stake in Dimensional US Small Cap Value ETF by 170.1% during the second quarter. Willow Creek Wealth Management Inc. now owns 41,282 shares of the company’s stock worth $1,215,000 after buying an additional 25,998 shares during the last quarter. XY Planning Network Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 110.4% during the second quarter. XY Planning Network Inc. now owns 143,039 shares of the company’s stock valued at $4,210,000 after purchasing an additional 75,044 shares during the last quarter. Curio Wealth LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 110,441.2% during the second quarter. Curio Wealth LLC now owns 37,584 shares of the company’s stock valued at $1,106,000 after purchasing an additional 37,550 shares during the last quarter. Finally, L.K. Benson & Company P.C. grew its stake in shares of Dimensional US Small Cap Value ETF by 8.0% during the second quarter. L.K. Benson & Company P.C. now owns 8,197 shares of the company’s stock valued at $241,000 after purchasing an additional 609 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV opened at $31.37 on Monday. Dimensional US Small Cap Value ETF has a one year low of $23.80 and a one year high of $34.23. The company’s 50 day simple moving average is $32.00 and its 200-day simple moving average is $30.14. The stock has a market capitalization of $5.41 billion, a P/E ratio of 11.87 and a beta of 1.13.

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.