Dimensional US Small Cap Value ETF $DFSV Shares Purchased by CreativeOne Wealth LLC

CreativeOne Wealth LLC boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 40.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,761 shares of the company’s stock after purchasing an additional 3,965 shares during the period. CreativeOne Wealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $387,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Janney Montgomery Scott LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 8.6% during the first quarter. Janney Montgomery Scott LLC now owns 17,863 shares of the company’s stock valued at $503,000 after acquiring an additional 1,418 shares in the last quarter. Aveo Capital Partners LLC grew its stake in Dimensional US Small Cap Value ETF by 6.3% in the first quarter. Aveo Capital Partners LLC now owns 198,503 shares of the company’s stock worth $5,385,000 after purchasing an additional 11,684 shares in the last quarter. Northern Trust Corp grew its stake in Dimensional US Small Cap Value ETF by 25.4% in the fourth quarter. Northern Trust Corp now owns 617,498 shares of the company’s stock worth $19,007,000 after purchasing an additional 124,933 shares in the last quarter. XTX Topco Ltd acquired a new position in Dimensional US Small Cap Value ETF in the first quarter worth about $265,000. Finally, Cresset Asset Management LLC acquired a new position in Dimensional US Small Cap Value ETF in the first quarter worth about $223,000.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA:DFSV opened at $32.36 on Tuesday. The stock has a 50-day simple moving average of $30.64 and a 200 day simple moving average of $28.96. Dimensional US Small Cap Value ETF has a one year low of $23.80 and a one year high of $34.23. The company has a market capitalization of $5.23 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05.

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.