Level Financial Advisors Raises Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Level Financial Advisors lifted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 258.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 36,009 shares of the company’s stock after buying an additional 25,966 shares during the quarter. Level Financial Advisors’ holdings in Dimensional US Small Cap Value ETF were worth $1,084,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the stock. Shearwater Capital LLC boosted its stake in shares of 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 buying an additional 436 shares during the last quarter. Schubert & Co boosted its stake in shares of 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 buying an additional 514 shares during the last quarter. 25 LLC boosted its stake in shares of 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 buying an additional 734 shares during the last quarter. Collective Family Office LLC boosted its position in 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 worth $1,513,000 after purchasing an additional 754 shares in the last quarter. Finally, Physician Wealth Advisors Inc. boosted its position in Dimensional US Small Cap Value ETF by 3.9% during the fourth quarter. Physician Wealth Advisors Inc. now owns 22,805 shares of the company’s stock worth $651,000 after purchasing an additional 866 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock traded up $0.01 during mid-day trading on Thursday, reaching $28.64. 294,658 shares of the company’s stock were exchanged, compared to its average volume of 430,893. The company has a market cap of $2.86 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13. The stock’s 50 day moving average is $29.06 and its 200 day moving average is $28.80. Dimensional US Small Cap Value ETF has a 12-month low of $23.54 and a 12-month high of $30.27.

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.