Plancorp LLC Grows Position in Dimensional US Small Cap Value ETF $DFSV

Plancorp LLC increased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 8.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 329,509 shares of the company’s stock after purchasing an additional 25,284 shares during the period. Plancorp LLC owned 0.18% of Dimensional US Small Cap Value ETF worth $10,838,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in DFSV. Savant Capital LLC lifted its position in Dimensional US Small Cap Value ETF by 13.8% during the third quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock valued at $426,688,000 after buying an additional 1,628,432 shares during the period. Coldstream Capital Management Inc. grew its position in shares of Dimensional US Small Cap Value ETF by 70.2% in the 3rd quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock worth $71,956,000 after buying an additional 932,459 shares during the period. Envestnet Asset Management Inc. grew its position in shares of Dimensional US Small Cap Value ETF by 63.0% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock worth $64,327,000 after buying an additional 780,636 shares during the period. Corient Private Wealth LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 15.3% in the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock worth $171,177,000 after acquiring an additional 770,497 shares in the last quarter. Finally, Integrity Advisory Solutions LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 3rd quarter worth about $22,783,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA DFSV opened at $36.74 on Thursday. Dimensional US Small Cap Value ETF has a 1 year low of $27.51 and a 1 year high of $38.03. The firm has a 50-day moving average of $35.88 and a 200 day moving average of $34.58. The stock has a market cap of $7.31 billion, a P/E ratio of 11.87 and a beta of 1.06.

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.