Root Financial Partners LLC Cuts Stake in Dimensional US Small Cap Value ETF $DFSV

Root Financial Partners LLC reduced its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 15.6% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 521,248 shares of the company’s stock after selling 96,238 shares during the period. Dimensional US Small Cap Value ETF comprises 0.8% of Root Financial Partners LLC’s investment portfolio, making the stock its 18th biggest position. Root Financial Partners LLC owned approximately 0.26% of Dimensional US Small Cap Value ETF worth $18,265,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. GeoWealth Management LLC increased its holdings in Dimensional US Small Cap Value ETF by 1.9% in the 4th quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock worth $504,000 after acquiring an additional 284 shares during the last quarter. Lutz Financial Services LLC lifted its holdings in Dimensional US Small Cap Value ETF by 2.5% during the fourth quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock valued at $398,000 after purchasing an additional 293 shares during the last quarter. Valued Wealth Advisors LLC lifted its holdings in Dimensional US Small Cap Value ETF by 1.3% during the fourth quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock valued at $775,000 after purchasing an additional 307 shares during the last quarter. Ruedi Wealth Management Inc. boosted its position in Dimensional US Small Cap Value ETF by 0.4% during the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock worth $2,382,000 after purchasing an additional 321 shares during the period. Finally, Verisail Partners LLC boosted its position in Dimensional US Small Cap Value ETF by 2.1% during the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock worth $541,000 after purchasing an additional 338 shares during the period.

Dimensional US Small Cap Value ETF Stock Down 0.1%

DFSV opened at $38.76 on Thursday. The firm has a 50-day moving average price of $37.74 and a 200-day moving average price of $36.06. Dimensional US Small Cap Value ETF has a twelve month low of $28.86 and a twelve month high of $39.33. The company has a market capitalization of $7.91 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03.

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.