HBE Wealth Management LLC Buys Shares of 33,097 Dimensional US Small Cap Value ETF $DFSV

HBE Wealth Management LLC purchased a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 33,097 shares of the company’s stock, valued at approximately $1,089,000. Dimensional US Small Cap Value ETF comprises about 1.0% of HBE Wealth Management LLC’s portfolio, making the stock its 20th biggest holding.

Several other institutional investors and hedge funds have also made changes to their positions in DFSV. DecisionPoint Financial LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 104.7% during the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after acquiring an additional 827 shares during the last quarter. Oakworth Capital Inc. acquired a new position in Dimensional US Small Cap Value ETF in the 3rd quarter valued at about $56,000. EverSource Wealth Advisors LLC purchased a new position in Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $180,000. Hurley Capital LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 14.3% during the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock worth $183,000 after purchasing an additional 777 shares during the last quarter. Finally, AE Wealth Management LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 69.9% during the 3rd quarter. AE Wealth Management LLC now owns 5,842 shares of the company’s stock worth $186,000 after purchasing an additional 2,404 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA DFSV opened at $35.21 on Friday. The company has a 50-day simple moving average of $35.60 and a 200-day simple moving average of $33.65. The company has a market cap of $6.85 billion, a PE 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 $37.64.

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.