Wealth Dimensions Group Ltd. Has $10.84 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Wealth Dimensions Group Ltd. increased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 21.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 352,041 shares of the company’s stock after acquiring an additional 61,023 shares during the quarter. Dimensional US Small Cap Value ETF comprises approximately 2.7% of Wealth Dimensions Group Ltd.’s holdings, making the stock its 10th biggest position. Wealth Dimensions Group Ltd. owned about 0.35% of Dimensional US Small Cap Value ETF worth $10,843,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFSV. Aptus Capital Advisors LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 687.8% in the third quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock valued at $89,000 after acquiring an additional 2,531 shares in the last quarter. Galvin Gaustad & Stein LLC purchased a new position in Dimensional US Small Cap Value ETF in the 2nd quarter worth approximately $202,000. Apella Capital LLC bought a new position in Dimensional US Small Cap Value ETF in the 2nd quarter worth approximately $208,000. Rockbridge Investment Management LCC purchased a new stake in Dimensional US Small Cap Value ETF during the 3rd quarter valued at approximately $208,000. Finally, Aspire Private Capital LLC raised its position in shares of Dimensional US Small Cap Value ETF by 8.0% during the second quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock valued at $224,000 after buying an additional 580 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

DFSV stock opened at $33.31 on Friday. The company has a market capitalization of $3.32 billion, a PE ratio of 8.86 and a beta of 1.13. The company’s fifty day moving average price is $31.15 and its 200-day moving average price is $30.12. Dimensional US Small Cap Value ETF has a one year low of $25.74 and a one year high of $33.47.

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.