Collective Family Office LLC Buys 5,328 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Collective Family Office LLC lifted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 90,722 shares of the company’s stock after acquiring an additional 5,328 shares during the quarter. Collective Family Office LLC owned approximately 0.09% of Dimensional US Small Cap Value ETF worth $2,792,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in DFSV. Physician Wealth Advisors Inc. increased its stake in Dimensional US Small Cap Value ETF by 1.6% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock valued at $692,000 after buying an additional 352 shares during the last quarter. Investmark Advisory Group LLC lifted its holdings 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 worth $1,428,000 after acquiring an additional 354 shares during the period. Heirloom Wealth Management lifted its holdings in Dimensional US Small Cap Value ETF by 1.2% during the third quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock worth $1,030,000 after acquiring an additional 402 shares during the period. HFG Advisors Inc. boosted its position in Dimensional US Small Cap Value ETF by 1.4% in the third quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock worth $1,217,000 after purchasing an additional 538 shares during the last quarter. Finally, Yeomans Consulting Group Inc. grew its stake in Dimensional US Small Cap Value ETF by 0.3% in the 3rd quarter. Yeomans Consulting Group Inc. now owns 207,687 shares of the company’s stock valued at $6,397,000 after purchasing an additional 580 shares during the period.

Dimensional US Small Cap Value ETF Trading Down 0.7 %

Shares of NYSEARCA:DFSV traded down $0.22 during midday trading on Wednesday, reaching $30.52. The company had a trading volume of 217,792 shares, compared to its average volume of 619,275. The stock has a market cap of $3.04 billion, a P/E ratio of 8.86 and a beta of 1.13. The company’s 50 day moving average price is $32.02 and its 200 day moving average price is $30.74. Dimensional US Small Cap Value ETF has a 52-week low of $27.15 and a 52-week high of $34.23.

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.