GEN Financial Management INC. Has $962,000 Position in Dimensional US Small Cap Value ETF $DFSV

GEN Financial Management INC. grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 8.4% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 32,690 shares of the company’s stock after purchasing an additional 2,520 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 0.8% of GEN Financial Management INC.’s investment portfolio, making the stock its 20th largest position. GEN Financial Management INC.’s holdings in Dimensional US Small Cap Value ETF were worth $962,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of DFSV. Mather Group LLC. boosted its stake in Dimensional US Small Cap Value ETF by 29.0% in the second quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock worth $190,198,000 after purchasing an additional 1,452,290 shares in the last quarter. Integrity Alliance LLC. acquired a new position in shares of Dimensional US Small Cap Value ETF during the first quarter valued at $16,653,000. JMG Financial Group Ltd. lifted its stake in shares of Dimensional US Small Cap Value ETF by 7.0% during the first quarter. JMG Financial Group Ltd. now owns 5,816,865 shares of the company’s stock valued at $163,745,000 after acquiring an additional 378,500 shares during the period. Northern Trust Corp lifted its stake in shares of Dimensional US Small Cap Value ETF by 58.7% during the first quarter. Northern Trust Corp now owns 979,668 shares of the company’s stock valued at $27,578,000 after acquiring an additional 362,170 shares during the period. Finally, Truepoint Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 55.9% during the first quarter. Truepoint Inc. now owns 988,399 shares of the company’s stock valued at $27,823,000 after acquiring an additional 354,582 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 0.6%

Shares of DFSV opened at $32.03 on Thursday. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $34.23. The firm has a market capitalization of $5.18 billion, a PE ratio of 11.87 and a beta of 1.05. The stock’s fifty day simple moving average is $31.48 and its 200-day simple moving average is $29.37.

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.