Private Wealth Management Group LLC Invests $15.44 Million in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Private Wealth Management Group LLC bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 530,179 shares of the company’s stock, valued at approximately $15,439,000. Dimensional US Small Cap Value ETF comprises about 7.6% of Private Wealth Management Group LLC’s holdings, making the stock its 2nd biggest holding.

Several other institutional investors have also recently bought and sold shares of DFSV. Alaska Permanent Fund Corp increased its position in shares of Dimensional US Small Cap Value ETF by 18.5% in the fourth quarter. Alaska Permanent Fund Corp now owns 7,858,586 shares of the company’s stock valued at $228,842,000 after acquiring an additional 1,224,990 shares during the last quarter. Zhang Financial LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 30.8% in the fourth quarter. Zhang Financial LLC now owns 376,567 shares of the company’s stock valued at $10,966,000 after buying an additional 88,734 shares in the last quarter. Aire Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the fourth quarter worth $866,000. Aspire Private Capital LLC raised its position in Dimensional US Small Cap Value ETF by 41.8% during the third quarter. Aspire Private Capital LLC now owns 3,617 shares of the company’s stock worth $92,000 after acquiring an additional 1,067 shares in the last quarter. Finally, Allworth Financial LP acquired a new stake in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $1,853,000.

Dimensional US Small Cap Value ETF Trading Up 0.2 %

Shares of DFSV traded up $0.07 during mid-day trading on Friday, reaching $30.09. The company’s stock had a trading volume of 361,439 shares, compared to its average volume of 422,123. Dimensional US Small Cap Value ETF has a 1-year low of $23.25 and a 1-year high of $30.27. The business has a 50-day simple moving average of $29.09 and a two-hundred day simple moving average of $28.11. The stock has a market cap of $3.00 billion, a P/E ratio of 8.86 and a beta of 1.13.

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.