BIP Wealth LLC Purchases 26,802 Shares of Dimensional US Small Cap Value ETF $DFSV

BIP Wealth LLC grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 132.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 47,071 shares of the company’s stock after purchasing an additional 26,802 shares during the quarter. BIP Wealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,499,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in DFSV. AE Wealth Management LLC raised its holdings in Dimensional US Small Cap Value ETF by 404.1% in the 2nd quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock valued at $101,000 after acquiring an additional 2,756 shares in the last quarter. EverSource Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the second quarter worth $180,000. Hurley Capital LLC raised its stake in Dimensional US Small Cap Value ETF by 14.3% during the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock worth $183,000 after acquiring an additional 777 shares in the last quarter. Fortress Wealth Management Inc. bought a new position in shares of Dimensional US Small Cap Value ETF during the third quarter valued at $204,000. Finally, Mills Wealth Advisors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at $200,000.

Dimensional US Small Cap Value ETF Stock Up 3.2%

Shares of DFSV stock opened at $35.53 on Thursday. The company has a market capitalization of $6.52 billion, a P/E ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $35.68. The firm has a 50-day moving average price of $33.19 and a 200 day moving average price of $32.03.

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.