Kathleen S. Wright Associates Inc. Boosts Stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Kathleen S. Wright Associates Inc. raised its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,314 shares of the company’s stock after purchasing an additional 1,200 shares during the quarter. Kathleen S. Wright Associates Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $999,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Grunden Financial Advisory Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 4.4% in the fourth quarter. Grunden Financial Advisory Inc. now owns 415,776 shares of the company’s stock valued at $12,798,000 after buying an additional 17,486 shares in the last quarter. Archer Investment Management LLC purchased a new stake in Dimensional US Small Cap Value ETF during the fourth quarter worth about $318,000. GEN Financial Management INC. acquired a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $547,000. Vantage Point Financial LLC purchased a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter valued at approximately $3,970,000. Finally, EQ Wealth Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter valued at approximately $5,490,000.

Dimensional US Small Cap Value ETF Stock Down 1.9 %

Shares of DFSV opened at $31.12 on Tuesday. The company has a market cap of $3.10 billion, a P/E ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a fifty-two week low of $27.51 and a fifty-two week high of $34.23. The firm’s 50 day moving average price is $31.73 and its 200 day moving average price is $31.05.

About Dimensional US Small Cap Value ETF

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.