Daner Wealth Management LLC Acquires 24,775 Shares of Dimensional US Small Cap Value ETF $DFSV

Daner Wealth Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 57.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 68,259 shares of the company’s stock after purchasing an additional 24,775 shares during the period. Dimensional US Small Cap Value ETF makes up about 1.3% of Daner Wealth Management LLC’s holdings, making the stock its 14th biggest position. Daner Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $2,521,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the business. JMG Financial Group Ltd. lifted its stake in Dimensional US Small Cap Value ETF by 6.2% in the first quarter. JMG Financial Group Ltd. now owns 6,191,354 shares of the company’s stock valued at $216,945,000 after buying an additional 358,934 shares during the period. Hanover Advisors Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 4.8% in the 1st quarter. Hanover Advisors Inc. now owns 19,660 shares of the company’s stock valued at $689,000 after acquiring an additional 901 shares in the last quarter. Sterling Financial Planning Inc. lifted its position in shares of Dimensional US Small Cap Value ETF by 1.1% during the 1st quarter. Sterling Financial Planning Inc. now owns 289,877 shares of the company’s stock valued at $10,157,000 after acquiring an additional 3,190 shares during the period. Aviance Capital Partners LLC boosted its stake in Dimensional US Small Cap Value ETF by 16.8% during the first quarter. Aviance Capital Partners LLC now owns 158,830 shares of the company’s stock worth $5,565,000 after acquiring an additional 22,809 shares in the last quarter. Finally, Zhang Financial LLC grew its holdings in Dimensional US Small Cap Value ETF by 10.5% in the first quarter. Zhang Financial LLC now owns 702,217 shares of the company’s stock worth $24,606,000 after purchasing an additional 66,943 shares during the period.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $39.55 on Wednesday. Dimensional US Small Cap Value ETF has a one year low of $28.86 and a one year high of $39.95. The firm has a market capitalization of $8.15 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03. The business has a 50-day simple moving average of $38.19 and a 200 day simple moving average of $36.61.

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.