Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Purchased by Sterling Financial Planning Inc.

Sterling Financial Planning Inc. increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 13.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 232,928 shares of the company’s stock after buying an additional 28,251 shares during the period. Dimensional US Small Cap Value ETF accounts for 2.4% of Sterling Financial Planning Inc.’s holdings, making the stock its 14th biggest position. Sterling Financial Planning Inc. owned about 0.15% of Dimensional US Small Cap Value ETF worth $6,557,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DFSV. Raymond James Financial Inc. purchased a new position in Dimensional US Small Cap Value ETF in the 4th quarter worth approximately $37,049,000. Essential Planning LLC. grew its holdings in Dimensional US Small Cap Value ETF by 6,397.9% in the 4th quarter. Essential Planning LLC. now owns 1,006,520 shares of the company’s stock valued at $31,857,000 after buying an additional 991,030 shares in the last quarter. Mather Group LLC. increased its stake in shares of Dimensional US Small Cap Value ETF by 20.0% in the 1st quarter. Mather Group LLC. now owns 5,010,439 shares of the company’s stock worth $141,044,000 after acquiring an additional 835,585 shares during the last quarter. United Wealth Management LLC purchased a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth $21,786,000. Finally, Corient Private Wealth LLC raised its holdings in shares of Dimensional US Small Cap Value ETF by 15.9% during the 4th quarter. Corient Private Wealth LLC now owns 3,975,533 shares of the company’s stock worth $122,323,000 after acquiring an additional 545,416 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 0.6%

NYSEARCA DFSV opened at $30.86 on Friday. The stock has a fifty day simple moving average of $28.51 and a 200-day simple moving average of $29.11. The stock has a market cap of $4.91 billion, a PE ratio of 11.87 and a beta of 1.15. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $34.23.

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.