Dimensional US Small Cap Value ETF $DFSV Position Raised by Root Financial Partners LLC

Root Financial Partners LLC lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 12.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 876,671 shares of the company’s stock after acquiring an additional 94,169 shares during the period. Dimensional US Small Cap Value ETF accounts for 1.7% of Root Financial Partners LLC’s portfolio, making the stock its 18th biggest holding. Root Financial Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $27,913,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Goldman Sachs Group Inc. grew its position in Dimensional US Small Cap Value ETF by 53.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after purchasing an additional 37,056 shares during the last quarter. Park Avenue Securities LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the second quarter valued at approximately $2,760,000. Infinity Wealth Counsel LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 22.5% during the second quarter. Infinity Wealth Counsel LLC now owns 9,105 shares of the company’s stock worth $268,000 after buying an additional 1,675 shares during the period. ABLE Financial Group LLC grew its holdings in Dimensional US Small Cap Value ETF by 229.0% in the 2nd quarter. ABLE Financial Group LLC now owns 120,008 shares of the company’s stock worth $3,532,000 after buying an additional 83,531 shares in the last quarter. Finally, Clear Harbor Asset Management LLC grew its holdings in Dimensional US Small Cap Value ETF by 18.3% in the 2nd quarter. Clear Harbor Asset Management LLC now owns 28,911 shares of the company’s stock worth $851,000 after buying an additional 4,481 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $34.92 on Tuesday. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $35.22. The business’s fifty day moving average price is $33.06 and its two-hundred day moving average price is $31.98. The company has a market capitalization of $6.39 billion, a P/E ratio of 11.87 and a beta of 1.13.

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.