Grunden Financial Advisory Inc. Invests $10.92 Million in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Grunden Financial Advisory Inc. purchased a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 375,134 shares of the company’s stock, valued at approximately $10,924,000. Dimensional US Small Cap Value ETF makes up approximately 6.1% of Grunden Financial Advisory Inc.’s portfolio, making the stock its 7th largest holding.

Several other large investors have also recently made changes to their positions in DFSV. Alaska Permanent Fund Corp raised its position in shares of Dimensional US Small Cap Value ETF by 157.9% in the 3rd quarter. Alaska Permanent Fund Corp now owns 6,633,596 shares of the company’s stock worth $168,095,000 after acquiring an additional 4,061,125 shares in the last quarter. EP Wealth Advisors LLC increased its position in Dimensional US Small Cap Value ETF by 64,154.8% during the 3rd quarter. EP Wealth Advisors LLC now owns 2,421,763 shares of the company’s stock valued at $61,367,000 after buying an additional 2,417,994 shares in the last quarter. CI Private Wealth LLC acquired a new position in Dimensional US Small Cap Value ETF during the 4th quarter valued at about $25,730,000. Cable Hill Partners LLC increased its position in Dimensional US Small Cap Value ETF by 253.7% during the 3rd quarter. Cable Hill Partners LLC now owns 980,377 shares of the company’s stock valued at $24,843,000 after buying an additional 703,171 shares in the last quarter. Finally, Jane Street Group LLC acquired a new position in Dimensional US Small Cap Value ETF during the 4th quarter valued at about $15,554,000.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA:DFSV traded up $0.05 during mid-day trading on Thursday, hitting $27.86. 327,853 shares of the company’s stock traded hands, compared to its average volume of 426,627. The company has a fifty day moving average of $28.82 and a 200 day moving average of $27.43. Dimensional US Small Cap Value ETF has a twelve month low of $23.01 and a twelve month high of $30.22. The company has a market capitalization of $1.62 billion, a P/E ratio of 8.33 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.