Lantz Financial LLC Acquires 17,467 Shares of Dimensional US Small Cap Value ETF $DFSV

Lantz Financial LLC increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 12.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 156,489 shares of the company’s stock after acquiring an additional 17,467 shares during the period. Dimensional US Small Cap Value ETF makes up approximately 1.1% of Lantz Financial LLC’s investment portfolio, making the stock its 22nd biggest position. Lantz Financial LLC’s holdings in Dimensional US Small Cap Value ETF were worth $5,147,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. DecisionPoint Financial LLC raised its position in 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 purchasing an additional 827 shares during the period. Oakworth Capital Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF in the 3rd quarter valued at approximately $56,000. AE Wealth Management LLC boosted its holdings in shares of 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 purchased a new position in shares of Dimensional US Small Cap Value ETF in the 2nd quarter worth approximately $180,000. Finally, Hurley Capital LLC increased its position 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 valued at $183,000 after purchasing an additional 777 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA:DFSV opened at $34.53 on Monday. The stock’s fifty day moving average is $35.61 and its 200 day moving average is $33.56. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $37.64. The firm has a market capitalization of $6.48 billion, a PE ratio of 11.87 and a beta of 1.13.

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.