JMG Financial Group Ltd. Purchases 235,863 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

JMG Financial Group Ltd. boosted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,438,365 shares of the company’s stock after purchasing an additional 235,863 shares during the quarter. Dimensional US Small Cap Value ETF comprises approximately 5.7% of JMG Financial Group Ltd.’s investment portfolio, making the stock its 5th biggest position. JMG Financial Group Ltd. owned about 5.45% of Dimensional US Small Cap Value ETF worth $167,393,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Sequoia Financial Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF in the third quarter valued at approximately $1,082,000. Index Fund Advisors Inc. grew its holdings in shares of Dimensional US Small Cap Value ETF by 11.9% in the third quarter. Index Fund Advisors Inc. now owns 1,809,486 shares of the company’s stock valued at $55,732,000 after acquiring an additional 192,534 shares in the last quarter. Leading Edge Financial Planning LLC lifted its stake in Dimensional US Small Cap Value ETF by 16.8% in the third quarter. Leading Edge Financial Planning LLC now owns 649,172 shares of the company’s stock valued at $19,994,000 after purchasing an additional 93,337 shares during the last quarter. Financial Architects LLC raised its position in shares of Dimensional US Small Cap Value ETF by 0.9% in the third quarter. Financial Architects LLC now owns 280,195 shares of the company’s stock valued at $8,630,000 after purchasing an additional 2,565 shares during the period. Finally, Strategic Investment Solutions Inc. IL increased its holdings in shares of Dimensional US Small Cap Value ETF by 4.1% in the third quarter. Strategic Investment Solutions Inc. IL now owns 230,407 shares of the company’s stock worth $7,095,000 after purchasing an additional 9,016 shares during the period.

Dimensional US Small Cap Value ETF Stock Down 1.0 %

DFSV opened at $31.08 on Friday. The stock has a market cap of $3.10 billion, a PE ratio of 8.86 and a beta of 1.13. The business’s fifty day simple moving average is $31.28 and its 200 day simple moving average is $31.10. Dimensional US Small Cap Value ETF has a 52 week low of $27.75 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.