Total Wealth Planning LLC Lowers Stake in Dimensional US Small Cap Value ETF $DFSV

Total Wealth Planning LLC lessened its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 93.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 32,598 shares of the company’s stock after selling 477,772 shares during the period. Dimensional US Small Cap Value ETF makes up 2.3% of Total Wealth Planning LLC’s investment portfolio, making the stock its 15th largest holding. Total Wealth Planning LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,072,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in DFSV. Blueline Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the fourth quarter worth about $31,000. Concord Wealth Partners raised its holdings in Dimensional US Small Cap Value ETF by 149.0% in the fourth quarter. Concord Wealth Partners now owns 991 shares of the company’s stock valued at $33,000 after acquiring an additional 593 shares in the last quarter. Sound Income Strategies LLC acquired a new stake in Dimensional US Small Cap Value ETF in the fourth quarter valued at $44,000. DecisionPoint Financial LLC raised its holdings in Dimensional US Small Cap Value ETF by 104.7% in the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after acquiring an additional 827 shares in the last quarter. Finally, Coston McIsaac & Partners raised its holdings in Dimensional US Small Cap Value ETF by 154.3% in the fourth quarter. Coston McIsaac & Partners now owns 1,686 shares of the company’s stock valued at $55,000 after acquiring an additional 1,023 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $38.99 on Friday. Dimensional US Small Cap Value ETF has a 1-year low of $28.53 and a 1-year high of $39.13. The firm has a fifty day moving average price of $37.14 and a two-hundred day moving average price of $35.52. The firm has a market cap of $7.76 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04.

About Dimensional US Small Cap Value ETF

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.