Lantz Financial LLC Boosts Stake in Dimensional US Small Cap Value ETF $DFSV

Lantz Financial LLC boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 12.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 156,489 shares of the company’s stock after buying an additional 17,467 shares during the period. Dimensional US Small Cap Value ETF makes up about 1.1% of Lantz Financial LLC’s portfolio, making the stock its 22nd biggest holding. Lantz Financial LLC owned about 0.09% of Dimensional US Small Cap Value ETF worth $5,147,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in DFSV. V2 Financial group LLC increased its stake in Dimensional US Small Cap Value ETF by 0.7% in the 2nd quarter. V2 Financial group LLC now owns 71,574 shares of the company’s stock worth $2,106,000 after acquiring an additional 503 shares during the last quarter. Hurley Capital LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 8.3% during the 3rd quarter. Hurley Capital LLC now owns 6,739 shares of the company’s stock valued at $215,000 after acquiring an additional 519 shares during the last quarter. Austin Wealth Management LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 3.2% in the third quarter. Austin Wealth Management LLC now owns 17,116 shares of the company’s stock valued at $541,000 after purchasing an additional 531 shares in the last quarter. Investmark Advisory Group LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 1.3% in the third quarter. Investmark Advisory Group LLC now owns 42,959 shares of the company’s stock valued at $1,368,000 after purchasing an additional 532 shares in the last quarter. Finally, MAI Capital Management increased its position in Dimensional US Small Cap Value ETF by 0.9% in the third quarter. MAI Capital Management now owns 66,373 shares of the company’s stock worth $2,113,000 after purchasing an additional 603 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Dimensional US Small Cap Value ETF stock opened at $34.53 on Monday. Dimensional US Small Cap Value ETF has a 52-week low of $23.80 and a 52-week high of $37.64. The firm’s fifty day moving average is $35.61 and its 200 day moving average is $33.56. The company has a market cap of $6.48 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13.

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.