Financial Symmetry Inc boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 4.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 91,564 shares of the company’s stock after purchasing an additional 3,931 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 1.4% of Financial Symmetry Inc’s investment portfolio, making the stock its 13th biggest holding. Financial Symmetry Inc owned about 0.06% of Dimensional US Small Cap Value ETF worth $2,695,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently bought and sold shares of DFSV. Wealth Enhancement Advisory Services LLC lifted its stake in Dimensional US Small Cap Value ETF by 7.7% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 784,338 shares of the company’s stock valued at $22,079,000 after buying an additional 56,377 shares in the last quarter. Janney Montgomery Scott LLC lifted its stake in Dimensional US Small Cap Value ETF by 8.6% in the first quarter. Janney Montgomery Scott LLC now owns 17,863 shares of the company’s stock valued at $503,000 after buying an additional 1,418 shares in the last quarter. Dopkins Wealth Management LLC lifted its stake in Dimensional US Small Cap Value ETF by 8.6% in the first quarter. Dopkins Wealth Management LLC now owns 91,824 shares of the company’s stock valued at $2,585,000 after buying an additional 7,252 shares in the last quarter. Diversified Portfolios Inc. lifted its stake in Dimensional US Small Cap Value ETF by 17.2% in the first quarter. Diversified Portfolios Inc. now owns 443,919 shares of the company’s stock valued at $12,496,000 after buying an additional 65,021 shares in the last quarter. Finally, EQ Wealth Advisors LLC lifted its stake in Dimensional US Small Cap Value ETF by 20.6% in the first quarter. EQ Wealth Advisors LLC now owns 215,124 shares of the company’s stock valued at $6,056,000 after buying an additional 36,755 shares in the last quarter.
Dimensional US Small Cap Value ETF Stock Performance
Shares of DFSV opened at $31.17 on Monday. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $34.23. The firm’s 50 day moving average price is $31.86 and its two-hundred day moving average price is $29.66. The firm has a market cap of $5.31 billion, a P/E ratio of 11.87 and a beta of 1.05.
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.
Featured Articles
- Five stocks we like better than Dimensional US Small Cap Value ETF
- Dividend Capture Strategy: What You Need to Know
- JPMorgan Crushes Q3; But Is the Steady Eddy Stock Hitting A Wall?
- Uptrend Stocks Explained: Learn How to Trade Using Uptrends
- Snap-on Incorporated: Snap It Up Quick, New Highs Will Come Soon
- The Significance of Brokerage Rankings in Stock Selection
- As Global Renewables Surpass Coal, This ETF Offers Smart Exposure
Want to see what other hedge funds are holding DFSV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report).
Receive News & Ratings for Dimensional US Small Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional US Small Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.