Total Wealth Planning LLC Acquires 22,649 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Total Wealth Planning LLC increased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 8.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 279,715 shares of the company’s stock after purchasing an additional 22,649 shares during the quarter. Dimensional US Small Cap Value ETF accounts for 1.5% of Total Wealth Planning LLC’s holdings, making the stock its 17th biggest position. Total Wealth Planning LLC owned approximately 0.48% of Dimensional US Small Cap Value ETF worth $8,145,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of DFSV. Index Fund Advisors Inc. increased its stake in Dimensional US Small Cap Value ETF by 15.6% during the 3rd quarter. Index Fund Advisors Inc. now owns 984,688 shares of the company’s stock worth $24,952,000 after purchasing an additional 132,590 shares in the last quarter. Lodestone Wealth Management LLC boosted its position in Dimensional US Small Cap Value ETF by 37.7% during the 3rd quarter. Lodestone Wealth Management LLC now owns 15,724 shares of the company’s stock worth $398,000 after acquiring an additional 4,305 shares during the last quarter. Kathleen S. Wright Associates Inc. boosted its position in Dimensional US Small Cap Value ETF by 55.2% during the 3rd quarter. Kathleen S. Wright Associates Inc. now owns 13,998 shares of the company’s stock worth $350,000 after acquiring an additional 4,977 shares during the last quarter. Commonwealth Equity Services LLC boosted its position in Dimensional US Small Cap Value ETF by 17.0% during the 3rd quarter. Commonwealth Equity Services LLC now owns 740,502 shares of the company’s stock worth $18,764,000 after acquiring an additional 107,629 shares during the last quarter. Finally, Heirloom Wealth Management boosted its position in Dimensional US Small Cap Value ETF by 4.0% during the 3rd quarter. Heirloom Wealth Management now owns 38,545 shares of the company’s stock worth $977,000 after acquiring an additional 1,493 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA:DFSV traded up $0.18 during trading hours on Friday, reaching $28.80. 263,815 shares of the stock were exchanged, compared to its average volume of 424,389. Dimensional US Small Cap Value ETF has a twelve month low of $23.01 and a twelve month high of $30.22. The firm has a 50 day moving average of $28.84 and a 200 day moving average of $27.61. The stock has a market cap of $2.83 billion, a PE ratio of 8.50 and a beta of 1.05.

Dimensional US Small Cap Value ETF Company 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.