Financial Plan Inc. Purchases Shares of 25,689 Dimensional US Small Cap Value ETF $DFSV

Financial Plan Inc. purchased a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 25,689 shares of the company’s stock, valued at approximately $845,000.

Other institutional investors have also recently made changes to their positions in the company. Sound Income Strategies LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at about $44,000. DecisionPoint Financial LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 104.7% during the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after purchasing an additional 827 shares in the last quarter. Oakworth Capital Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter valued at about $56,000. HHM Wealth Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter valued at about $70,000. Finally, LOM Asset Management Ltd boosted its position in shares of Dimensional US Small Cap Value ETF by 17.1% during the 4th quarter. LOM Asset Management Ltd now owns 4,100 shares of the company’s stock valued at $135,000 after purchasing an additional 600 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $37.13 on Wednesday. Dimensional US Small Cap Value ETF has a one year low of $25.36 and a one year high of $37.64. The stock’s 50-day moving average is $35.71 and its 200 day moving average is $34.02. The firm has a market cap of $7.31 billion, a price-to-earnings ratio of 11.87 and a beta of 1.09.

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.