Diversified Portfolios Inc. Raises Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Diversified Portfolios Inc. raised its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 378,898 shares of the company’s stock after acquiring an additional 24,867 shares during the period. Dimensional US Small Cap Value ETF comprises about 1.3% of Diversified Portfolios Inc.’s portfolio, making the stock its 22nd largest holding. Diversified Portfolios Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $11,662,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. CWM LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 555.7% in the 3rd quarter. CWM LLC now owns 63,421 shares of the company’s stock valued at $1,953,000 after acquiring an additional 53,749 shares during the last quarter. Creative Planning increased its stake in Dimensional US Small Cap Value ETF by 7.1% in the 3rd quarter. Creative Planning now owns 487,139 shares of the company’s stock worth $15,004,000 after purchasing an additional 32,152 shares during the period. Mustard Seed Financial LLC lifted its position in Dimensional US Small Cap Value ETF by 18.2% in the third quarter. Mustard Seed Financial LLC now owns 34,021 shares of the company’s stock valued at $1,048,000 after purchasing an additional 5,232 shares during the last quarter. Zhang Financial LLC lifted its position in Dimensional US Small Cap Value ETF by 9.4% in the third quarter. Zhang Financial LLC now owns 588,945 shares of the company’s stock valued at $18,139,000 after purchasing an additional 50,817 shares during the last quarter. Finally, von Borstel & Associates Inc. purchased a new stake in shares of Dimensional US Small Cap Value ETF during the third quarter valued at approximately $10,870,000.

Dimensional US Small Cap Value ETF Stock Up 0.5 %

Shares of NYSEARCA DFSV opened at $31.54 on Wednesday. The firm’s fifty day moving average is $31.50 and its 200 day moving average is $31.08. Dimensional US Small Cap Value ETF has a 52 week low of $27.52 and a 52 week high of $34.23. The company has a market cap of $3.14 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13.

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.