Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Purchased by Jackson Thornton Wealth Management LLC

Jackson Thornton Wealth Management LLC raised its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 888,800 shares of the company’s stock after acquiring an additional 60,720 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 3.5% of Jackson Thornton Wealth Management LLC’s investment portfolio, making the stock its 7th largest holding. Jackson Thornton Wealth Management LLC owned 0.89% of Dimensional US Small Cap Value ETF worth $27,357,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in DFSV. Savant Capital LLC lifted its stake in Dimensional US Small Cap Value ETF by 22.6% in the fourth quarter. Savant Capital LLC now owns 8,053,126 shares of the company’s stock valued at $247,875,000 after acquiring an additional 1,483,483 shares during the last quarter. Mather Group LLC. lifted its stake in shares of Dimensional US Small Cap Value ETF by 40.6% during the 4th quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock worth $128,502,000 after buying an additional 1,204,884 shares during the last quarter. Raymond James Financial Inc. acquired a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth about $37,049,000. Essential Planning LLC. lifted its stake in shares of Dimensional US Small Cap Value ETF by 6,397.9% during the 4th quarter. Essential Planning LLC. now owns 1,006,520 shares of the company’s stock worth $31,857,000 after buying an additional 991,030 shares during the last quarter. Finally, United Wealth Management LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth about $21,786,000.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $28.44 on Monday. The firm has a 50-day moving average of $30.46 and a 200-day moving average of $30.98. The stock has a market cap of $4.13 billion, a PE ratio of 12.74 and a beta of 1.15. Dimensional US Small Cap Value ETF has a 52-week low of $27.43 and a 52-week high of $34.23.

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.