Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Holdings Raised by Retirement Solution Inc.

Retirement Solution Inc. lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 634,162 shares of the company’s stock after acquiring an additional 17,067 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 5.5% of Retirement Solution Inc.’s holdings, making the stock its 4th biggest position. Retirement Solution Inc. owned about 1.09% of Dimensional US Small Cap Value ETF worth $18,467,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Schubert & Co boosted its stake in shares of Dimensional US Small Cap Value ETF by 1.3% during the 3rd quarter. Schubert & Co now owns 38,857 shares of the company’s stock worth $985,000 after acquiring an additional 514 shares in the last quarter. Mission Wealth Management LP lifted its stake in Dimensional US Small Cap Value ETF by 5.6% in the 3rd quarter. Mission Wealth Management LP now owns 12,904 shares of the company’s stock valued at $327,000 after buying an additional 690 shares in the last quarter. 25 LLC lifted its stake in Dimensional US Small Cap Value ETF by 7.1% in the 4th quarter. 25 LLC now owns 11,018 shares of the company’s stock valued at $321,000 after buying an additional 734 shares in the last quarter. Physician Wealth Advisors Inc. lifted its stake in Dimensional US Small Cap Value ETF by 3.9% in the 4th quarter. Physician Wealth Advisors Inc. now owns 22,805 shares of the company’s stock valued at $651,000 after buying an additional 866 shares in the last quarter. Finally, SageView Advisory Group LLC lifted its stake in Dimensional US Small Cap Value ETF by 1.8% in the 3rd quarter. SageView Advisory Group LLC now owns 57,975 shares of the company’s stock valued at $1,469,000 after buying an additional 998 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV traded down $0.04 during trading on Wednesday, hitting $28.83. The company’s stock had a trading volume of 516,243 shares, compared to its average volume of 427,492. The firm’s 50 day moving average price is $28.83 and its 200-day moving average price is $27.55. The stock has a market cap of $2.83 billion, a PE ratio of 8.50 and a beta of 1.05. Dimensional US Small Cap Value ETF has a twelve month low of $23.01 and a twelve month high of $30.22.

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.