Donalies Financial Planning LLC Invests $482,000 in Dimensional US Small Cap Value ETF $DFSV

Donalies Financial Planning LLC bought a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 14,643 shares of the company’s stock, valued at approximately $482,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Blueline Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $31,000. Concord Wealth Partners increased its stake in shares of Dimensional US Small Cap Value ETF by 149.0% during the fourth quarter. Concord Wealth Partners now owns 991 shares of the company’s stock worth $33,000 after purchasing an additional 593 shares in the last quarter. Sound Income Strategies LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $44,000. Arax Advisory Partners purchased a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $44,000. Finally, DecisionPoint Financial LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 104.7% during the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after purchasing an additional 827 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.4%

DFSV stock opened at $38.47 on Wednesday. The stock has a market capitalization of $7.66 billion, a P/E ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a 52 week low of $28.53 and a 52 week high of $39.33. The firm has a 50-day simple moving average of $37.28 and a 200-day simple moving average of $35.64.

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.