Navigoe LLC Buys 30,009 Shares of Dimensional US Small Cap Value ETF $DFSV

Navigoe LLC boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 9.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 354,071 shares of the company’s stock after acquiring an additional 30,009 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 7.2% of Navigoe LLC’s holdings, making the stock its 5th largest holding. Navigoe LLC’s holdings in Dimensional US Small Cap Value ETF were worth $11,273,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. AE Wealth Management LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 404.1% during the second quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after purchasing an additional 2,756 shares in the last quarter. EverSource Wealth Advisors LLC acquired a new stake in Dimensional US Small Cap Value ETF during the 2nd quarter valued at $180,000. Hurley Capital LLC increased its stake 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 buying an additional 777 shares during the period. Mills Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF in the 2nd quarter worth $200,000. Finally, Sutton Place Investors LLC acquired a new position in Dimensional US Small Cap Value ETF in the 2nd quarter worth $204,000.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA:DFSV opened at $33.33 on Friday. The firm has a 50-day moving average of $32.06 and a two-hundred day moving average of $31.27. The stock has a market cap of $5.76 billion, a P/E ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $34.21.

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.