Willow Creek Wealth Management Inc. Acquires 25,998 Shares of Dimensional US Small Cap Value ETF $DFSV

Willow Creek Wealth Management Inc. lifted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 170.1% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 41,282 shares of the company’s stock after acquiring an additional 25,998 shares during the quarter. Willow Creek Wealth Management Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $1,215,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DFSV. Mather Group LLC. raised its holdings in shares of Dimensional US Small Cap Value ETF by 29.0% during the second quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock valued at $190,198,000 after acquiring an additional 1,452,290 shares in the last quarter. Integrity Alliance LLC. bought a new position in shares of Dimensional US Small Cap Value ETF during the first quarter valued at approximately $16,653,000. RFG Advisory LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the first quarter valued at approximately $13,521,000. JMG Financial Group Ltd. grew its stake in Dimensional US Small Cap Value ETF by 7.0% in the first quarter. JMG Financial Group Ltd. now owns 5,816,865 shares of the company’s stock worth $163,745,000 after purchasing an additional 378,500 shares during the period. Finally, Northern Trust Corp grew its stake in Dimensional US Small Cap Value ETF by 58.7% in the first quarter. Northern Trust Corp now owns 979,668 shares of the company’s stock worth $27,578,000 after purchasing an additional 362,170 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 1.0%

Shares of DFSV stock opened at $32.09 on Friday. The stock has a market cap of $5.19 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05. The business’s fifty day moving average is $31.41 and its 200 day moving average is $29.30. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month 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.