Dimensional US Small Cap Value ETF $DFSV Shares Bought by Sterling Financial Planning Inc.

Sterling Financial Planning Inc. raised its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.2% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 277,710 shares of the company’s stock after acquiring an additional 44,782 shares during the period. Dimensional US Small Cap Value ETF makes up 2.7% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 10th largest holding. Sterling Financial Planning Inc. owned 0.17% of Dimensional US Small Cap Value ETF worth $8,173,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Bridge Generations Wealth Management LLC acquired a new stake in Dimensional US Small Cap Value ETF in the first quarter valued at about $31,000. Fort Vancouver Investment Management LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 1st quarter valued at approximately $47,000. Hurley Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 7.5% in the 1st quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock valued at $153,000 after buying an additional 380 shares during the period. Sutton Place Investors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at approximately $204,000. Finally, Infinity Wealth Counsel LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 1st quarter valued at approximately $209,000.

Dimensional US Small Cap Value ETF Price Performance

DFSV opened at $31.72 on Wednesday. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $34.23. The business has a 50 day simple moving average of $31.77 and a 200-day simple moving average of $29.57. The stock has a market capitalization of $5.39 billion, a P/E ratio of 11.87 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.