Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Acquired by Zhang Financial LLC

Zhang Financial LLC increased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 12.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 663,624 shares of the company’s stock after purchasing an additional 74,679 shares during the period. Dimensional US Small Cap Value ETF accounts for about 1.2% of Zhang Financial LLC’s holdings, making the stock its 17th biggest position. Zhang Financial LLC owned about 0.67% of Dimensional US Small Cap Value ETF worth $20,426,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Aptus Capital Advisors LLC increased its stake in 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 purchasing an additional 2,531 shares during the last quarter. UMB Bank n.a. acquired a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at about $178,000. Acropolis Investment Management LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter worth about $188,000. Acorn Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter worth about $206,000. Finally, Rockbridge Investment Management LCC acquired a new stake in Dimensional US Small Cap Value ETF during the 3rd quarter worth approximately $208,000.

Dimensional US Small Cap Value ETF Stock Up 0.5 %

Shares of DFSV stock opened at $31.70 on Monday. Dimensional US Small Cap Value ETF has a fifty-two week low of $27.42 and a fifty-two week high of $34.23. The firm’s 50 day moving average price is $31.94 and its two-hundred day moving average price is $30.88. The stock has a market cap of $3.16 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13.

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.