Trailhead Planners LLC Invests $3.06 Million in Dimensional US Small Cap Value ETF $DFSV

Trailhead Planners LLC purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 93,151 shares of the company’s stock, valued at approximately $3,064,000. Dimensional US Small Cap Value ETF comprises 3.0% of Trailhead Planners LLC’s investment portfolio, making the stock its 11th biggest position.

Several other large investors have also modified their holdings of DFSV. Blueline Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth $31,000. Concord Wealth Partners boosted its holdings in shares of Dimensional US Small Cap Value ETF by 149.0% during the 4th quarter. Concord Wealth Partners now owns 991 shares of the company’s stock worth $33,000 after buying an additional 593 shares during the period. Sound Income Strategies LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth $44,000. DecisionPoint Financial LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 104.7% during the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after buying an additional 827 shares during the period. Finally, Coston McIsaac & Partners boosted its holdings in shares of Dimensional US Small Cap Value ETF by 154.3% during the 4th quarter. Coston McIsaac & Partners now owns 1,686 shares of the company’s stock worth $55,000 after buying an additional 1,023 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 1.6%

NYSEARCA DFSV opened at $38.54 on Friday. The company has a fifty day simple moving average of $37.07 and a 200 day simple moving average of $35.50. The company has a market cap of $7.67 billion, a P/E ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a 1 year low of $28.53 and a 1 year high of $38.58.

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.