Wealth Dimensions Group Ltd. Grows Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Wealth Dimensions Group Ltd. grew its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 21.0% in the third quarter, Holdings Channel reports. The fund owned 352,041 shares of the company’s stock after buying an additional 61,023 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 2.7% of Wealth Dimensions Group Ltd.’s portfolio, making the stock its 10th biggest position. Wealth Dimensions Group Ltd.’s holdings in Dimensional US Small Cap Value ETF were worth $10,843,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of DFSV. Aptus Capital Advisors LLC raised its stake in Dimensional US Small Cap Value ETF by 687.8% during the third quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock valued at $89,000 after purchasing an additional 2,531 shares in the last quarter. Galvin Gaustad & Stein LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter worth about $202,000. Apella Capital LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter worth about $208,000. Rockbridge Investment Management LCC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter valued at about $208,000. Finally, Aspire Private Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 8.0% in the 2nd quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock valued at $224,000 after acquiring an additional 580 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV stock opened at $33.31 on Friday. The company has a market cap of $3.32 billion, a PE ratio of 8.86 and a beta of 1.13. The stock’s 50 day simple moving average is $31.15 and its two-hundred day simple moving average is $30.12. Dimensional US Small Cap Value ETF has a 1 year low of $25.74 and a 1 year high of $33.47.

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.