Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Foundation Wealth Management LLC PA

Foundation Wealth Management LLC PA increased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 400,037 shares of the company’s stock after purchasing an additional 66,375 shares during the quarter. Dimensional US Small Cap Value ETF accounts for 4.8% of Foundation Wealth Management LLC PA’s holdings, making the stock its 5th biggest position. Foundation Wealth Management LLC PA owned approximately 0.22% of Dimensional US Small Cap Value ETF worth $13,157,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of DFSV. DecisionPoint Financial LLC increased its position 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 worth $52,000 after acquiring an additional 827 shares in the last quarter. Oakworth Capital Inc. bought a new stake in Dimensional US Small Cap Value ETF in the 3rd quarter valued at $56,000. AE Wealth Management LLC boosted its stake in Dimensional US Small Cap Value ETF by 69.9% in 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 period. EverSource Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF in the 2nd quarter worth $180,000. Finally, Hurley Capital LLC increased its holdings in 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 in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV opened at $34.36 on Tuesday. The business’s 50-day moving average price is $35.60 and its two-hundred day moving average price is $33.58. Dimensional US Small Cap Value ETF has a 1 year low of $23.80 and a 1 year high of $37.64. The company has a market capitalization of $6.45 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13.

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.