Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Bought by Root Financial Partners LLC

Root Financial Partners LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 30.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,474,428 shares of the company’s stock after acquiring an additional 340,729 shares during the quarter. Dimensional US Small Cap Value ETF makes up 5.6% of Root Financial Partners LLC’s holdings, making the stock its 5th biggest holding. Root Financial Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $45,383,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in DFSV. Sanctuary Advisors LLC bought a new position in Dimensional US Small Cap Value ETF during the 3rd quarter worth approximately $226,000. JPMorgan Chase & Co. increased its position in shares of Dimensional US Small Cap Value ETF by 5.1% during the third quarter. JPMorgan Chase & Co. now owns 283,598 shares of the company’s stock worth $8,735,000 after buying an additional 13,674 shares during the period. Park Avenue Securities LLC raised its stake in Dimensional US Small Cap Value ETF by 262.1% during the fourth quarter. Park Avenue Securities LLC now owns 31,354 shares of the company’s stock worth $965,000 after buying an additional 22,696 shares during the last quarter. Merit Financial Group LLC acquired a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at $263,000. Finally, Investmark Advisory Group LLC boosted its position in Dimensional US Small Cap Value ETF by 0.8% during the third quarter. Investmark Advisory Group LLC now owns 46,357 shares of the company’s stock valued at $1,428,000 after acquiring an additional 354 shares during the last quarter.

Dimensional US Small Cap Value ETF Trading Up 0.8 %

Shares of Dimensional US Small Cap Value ETF stock opened at $31.34 on Friday. The business has a 50-day moving average price of $31.42 and a two-hundred day moving average price of $31.08. Dimensional US Small Cap Value ETF has a 1-year low of $27.75 and a 1-year high of $34.23. The company has a market cap of $3.12 billion, a P/E 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.