Mosaic Family Wealth Partners LLC Increases Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Mosaic Family Wealth Partners LLC grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 1.4% in the first quarter, according to its most recent filing with the SEC. The firm owned 997,993 shares of the company’s stock after acquiring an additional 13,915 shares during the quarter. Dimensional US Small Cap Value ETF comprises approximately 3.6% of Mosaic Family Wealth Partners LLC’s holdings, making the stock its 7th largest position. Mosaic Family Wealth Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $34,970,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of DFSV. Blueline Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter valued at $31,000. Concord Wealth Partners lifted 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 worth $33,000 after purchasing an additional 593 shares during the period. Sound Income Strategies LLC bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $44,000. Arax Advisory Partners bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $44,000. Finally, Topsail Wealth Management LLC acquired a new position in Dimensional US Small Cap Value ETF during the 1st quarter valued at about $52,000.

Dimensional US Small Cap Value ETF Trading Up 0.9%

Dimensional US Small Cap Value ETF stock opened at $38.54 on Friday. Dimensional US Small Cap Value ETF has a 52 week low of $28.86 and a 52 week high of $39.33. The stock has a market cap of $7.87 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03. The company’s 50-day moving average price is $37.90 and its two-hundred day moving average price is $36.27.

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.