Burk Holdings LLC Invests $4.43 Million in Dimensional US Small Cap Value ETF $DFSV

Burk Holdings LLC acquired a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the second quarter, according to its most recent filing with the SEC. The firm acquired 150,524 shares of the company’s stock, valued at approximately $4,430,000. Dimensional US Small Cap Value ETF comprises about 2.8% of Burk Holdings LLC’s holdings, making the stock its 13th largest position. Burk Holdings LLC owned approximately 0.09% of Dimensional US Small Cap Value ETF as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Quadcap Wealth Management LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 36.5% in the 2nd quarter. Quadcap Wealth Management LLC now owns 48,573 shares of the company’s stock worth $1,430,000 after acquiring an additional 12,977 shares during the period. Hill Investment Group Partners LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 36.7% during the second quarter. Hill Investment Group Partners LLC now owns 134,225 shares of the company’s stock worth $3,950,000 after acquiring an additional 36,052 shares during the period. Coldstream Capital Management Inc. raised its holdings in Dimensional US Small Cap Value ETF by 611,636.9% during the second quarter. Coldstream Capital Management Inc. now owns 1,327,469 shares of the company’s stock worth $39,067,000 after purchasing an additional 1,327,252 shares in the last quarter. Tableaux LLC acquired a new stake in Dimensional US Small Cap Value ETF in the second quarter valued at about $570,000. Finally, AlphaCore Capital LLC lifted its position in Dimensional US Small Cap Value ETF by 29.7% in the second quarter. AlphaCore Capital LLC now owns 21,462 shares of the company’s stock valued at $632,000 after purchasing an additional 4,910 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 3.3%

Shares of DFSV opened at $31.34 on Monday. The stock’s 50 day moving average is $31.66 and its two-hundred day moving average is $30.64. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $34.23. The firm has a market capitalization of $5.42 billion, a PE ratio of 11.87 and a beta of 1.13.

Dimensional US Small Cap Value ETF 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.