Dimensional US Small Cap Value ETF $DFSV Stock Position Increased by JMG Financial Group Ltd.

JMG Financial Group Ltd. boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,832,420 shares of the company’s stock after purchasing an additional 219,296 shares during the quarter. Dimensional US Small Cap Value ETF comprises approximately 5.4% of JMG Financial Group Ltd.’s holdings, making the stock its 5th largest holding. JMG Financial Group Ltd. owned 3.11% of Dimensional US Small Cap Value ETF worth $191,828,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also bought and sold shares of DFSV. Goldman Sachs Group Inc. lifted its stake in Dimensional US Small Cap Value ETF by 53.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after purchasing an additional 37,056 shares in the last quarter. EverSource Wealth Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 2nd quarter worth $180,000. Brown Advisory Inc. lifted its stake in Dimensional US Small Cap Value ETF by 30.3% in the 2nd quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock worth $686,000 after purchasing an additional 5,421 shares in the last quarter. Raymond James Financial Inc. lifted its stake in Dimensional US Small Cap Value ETF by 8.3% in the 2nd quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock worth $43,590,000 after purchasing an additional 113,860 shares in the last quarter. Finally, Sentinel Wealth Management Inc. purchased a new stake in Dimensional US Small Cap Value ETF in the 2nd quarter worth $6,882,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV stock opened at $37.70 on Monday. The stock has a market cap of $7.50 billion, a P/E ratio of 11.87 and a beta of 1.06. Dimensional US Small Cap Value ETF has a 52 week low of $27.80 and a 52 week high of $38.06. The company’s fifty day simple moving average is $36.46 and its two-hundred day simple moving average is $35.07.

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.