Safeguard Investment Advisory Group LLC Grows Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Safeguard Investment Advisory Group LLC boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 740,889 shares of the company’s stock after acquiring an additional 20,070 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 6.3% of Safeguard Investment Advisory Group LLC’s investment portfolio, making the stock its 5th biggest position. Safeguard Investment Advisory Group LLC’s holdings in Dimensional US Small Cap Value ETF were worth $22,805,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Quadcap Wealth Management LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 8.4% in the fourth quarter. Quadcap Wealth Management LLC now owns 37,288 shares of the company’s stock worth $1,148,000 after purchasing an additional 2,878 shares during the last quarter. Pathstone Holdings LLC grew its position in Dimensional US Small Cap Value ETF by 15.2% during the 4th quarter. Pathstone Holdings LLC now owns 3,104,289 shares of the company’s stock valued at $95,563,000 after purchasing an additional 410,077 shares during the last quarter. Lionshead Wealth Management LLC purchased a new stake in Dimensional US Small Cap Value ETF during the fourth quarter valued at $216,000. Greenline Partners LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 4th quarter worth $5,582,000. Finally, Focus Partners Wealth boosted its holdings in shares of Dimensional US Small Cap Value ETF by 11.8% in the 4th quarter. Focus Partners Wealth now owns 1,999,597 shares of the company’s stock worth $61,548,000 after purchasing an additional 211,597 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV stock opened at $29.16 on Friday. The stock’s 50-day simple moving average is $27.16 and its 200-day simple moving average is $29.97. The firm has a market capitalization of $4.52 billion, a price-to-earnings ratio of 11.50 and a beta of 1.14. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $34.23.

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.