BIP Wealth LLC Buys 51,180 Shares of Dimensional US Small Cap Value ETF $DFSV

BIP Wealth LLC increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 108.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 98,251 shares of the company’s stock after buying an additional 51,180 shares during the period. BIP Wealth LLC owned 0.05% of Dimensional US Small Cap Value ETF worth $3,231,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of DFSV. Goldman Sachs Group Inc. raised its stake in Dimensional US Small Cap Value ETF by 53.3% in the first quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after buying an additional 37,056 shares in the last quarter. JPMorgan Chase & Co. raised its stake in Dimensional US Small Cap Value ETF by 2.5% in the second quarter. JPMorgan Chase & Co. now owns 338,387 shares of the company’s stock worth $9,959,000 after buying an additional 8,307 shares in the last quarter. CW Advisors LLC raised its stake in Dimensional US Small Cap Value ETF by 16.6% in the second quarter. CW Advisors LLC now owns 13,839 shares of the company’s stock worth $407,000 after buying an additional 1,967 shares in the last quarter. EverSource Wealth Advisors LLC bought a new position in Dimensional US Small Cap Value ETF in the second quarter worth about $180,000. Finally, Brown Advisory Inc. raised its stake in Dimensional US Small Cap Value ETF by 30.3% in the second quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock worth $686,000 after buying an additional 5,421 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $35.46 on Wednesday. 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 cap of $6.94 billion, a P/E ratio of 11.87 and a beta of 1.09. The firm has a 50-day moving average of $35.61 and a 200 day moving average of $33.70.

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.