Grunden Financial Advisory Inc. Purchases 37,278 Shares of Dimensional US Small Cap Value ETF $DFSV

Grunden Financial Advisory Inc. boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 9.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 452,353 shares of the company’s stock after purchasing an additional 37,278 shares during the period. Dimensional US Small Cap Value ETF comprises 5.9% of Grunden Financial Advisory Inc.’s investment portfolio, making the stock its 7th biggest position. Grunden Financial Advisory Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $14,403,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Baker Tilly Wealth Management LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the third quarter worth approximately $1,216,000. Avant Financial Advisors LLC increased its position in Dimensional US Small Cap Value ETF by 5.0% during the third quarter. Avant Financial Advisors LLC now owns 326,860 shares of the company’s stock worth $10,407,000 after purchasing an additional 15,464 shares during the last quarter. Client 1ST Advisory Group LLC raised its stake in Dimensional US Small Cap Value ETF by 27.4% during the third quarter. Client 1ST Advisory Group LLC now owns 120,542 shares of the company’s stock worth $3,838,000 after purchasing an additional 25,911 shares during the period. Cary Street Partners Investment Advisory LLC raised its stake in Dimensional US Small Cap Value ETF by 269.4% during the second quarter. Cary Street Partners Investment Advisory LLC now owns 36,202 shares of the company’s stock worth $1,065,000 after purchasing an additional 26,403 shares during the period. Finally, Allworth Financial LP boosted its holdings in shares of Dimensional US Small Cap Value ETF by 0.9% in the 2nd quarter. Allworth Financial LP now owns 452,575 shares of the company’s stock valued at $13,319,000 after purchasing an additional 3,845 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.3%

Shares of NYSEARCA DFSV opened at $35.13 on Friday. The stock has a market capitalization of $6.49 billion, a PE ratio of 11.87 and a beta of 1.13. The firm has a fifty day moving average of $33.77 and a 200-day moving average of $32.23. Dimensional US Small Cap Value ETF has a 52-week low of $23.80 and a 52-week high of $35.96.

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.