Total Wealth Planning LLC Has $11.74 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Total Wealth Planning LLC grew its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 381,418 shares of the company’s stock after purchasing an additional 26,377 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 1.8% of Total Wealth Planning LLC’s portfolio, making the stock its 16th biggest holding. Total Wealth Planning LLC owned about 0.38% of Dimensional US Small Cap Value ETF worth $11,740,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Physician Wealth Advisors Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 1.6% in the third quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock valued at $692,000 after buying an additional 352 shares in the last quarter. Investmark Advisory Group LLC grew its position in shares of Dimensional US Small Cap Value ETF by 0.8% in the 3rd quarter. Investmark Advisory Group LLC now owns 46,357 shares of the company’s stock valued at $1,428,000 after acquiring an additional 354 shares during the period. Heirloom Wealth Management grew its position in shares of Dimensional US Small Cap Value ETF by 1.2% in the 3rd quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock valued at $1,030,000 after acquiring an additional 402 shares during the period. HFG Advisors Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 1.4% during the 3rd quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock worth $1,217,000 after purchasing an additional 538 shares during the last quarter. Finally, Yeomans Consulting Group Inc. raised its holdings in shares of Dimensional US Small Cap Value ETF by 0.3% in the 3rd quarter. Yeomans Consulting Group Inc. now owns 207,687 shares of the company’s stock valued at $6,397,000 after purchasing an additional 580 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA:DFSV opened at $31.55 on Friday. The company has a 50-day simple moving average of $31.96 and a 200 day simple moving average of $30.82. The company has a market capitalization of $3.15 billion, a P/E ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 52-week low of $27.15 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.