Gradient Capital Advisors LLC Grows Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Gradient Capital Advisors LLC grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 13.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 62,399 shares of the company’s stock after purchasing an additional 7,403 shares during the period. Gradient Capital Advisors LLC owned about 0.11% of Dimensional US Small Cap Value ETF worth $1,878,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Shearwater Capital LLC increased its stake in Dimensional US Small Cap Value ETF by 2.8% in the first quarter. Shearwater Capital LLC now owns 16,254 shares of the company’s stock worth $489,000 after purchasing an additional 436 shares during the period. Schubert & Co increased its stake in Dimensional US Small Cap Value ETF by 1.3% in the third quarter. Schubert & Co now owns 38,857 shares of the company’s stock worth $985,000 after purchasing an additional 514 shares during the period. 25 LLC increased its stake in Dimensional US Small Cap Value ETF by 7.1% in the fourth quarter. 25 LLC now owns 11,018 shares of the company’s stock worth $321,000 after purchasing an additional 734 shares during the period. Collective Family Office LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 1.5% during the first quarter. Collective Family Office LLC now owns 50,278 shares of the company’s stock valued at $1,513,000 after buying an additional 754 shares during the period. Finally, Physician Wealth Advisors Inc. raised its holdings in shares of Dimensional US Small Cap Value ETF by 3.9% in the fourth quarter. Physician Wealth Advisors Inc. now owns 22,805 shares of the company’s stock valued at $651,000 after acquiring an additional 866 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Up 1.0 %

NYSEARCA:DFSV traded up $0.29 during mid-day trading on Friday, reaching $28.78. The company’s stock had a trading volume of 521,486 shares, compared to its average volume of 430,026. The firm has a market capitalization of $2.87 billion, a PE ratio of 8.86 and a beta of 1.13. The stock has a fifty day moving average of $29.07 and a 200-day moving average of $28.80. Dimensional US Small Cap Value ETF has a 1 year low of $23.54 and a 1 year high of $30.27.

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.