Daner Wealth Management LLC Acquires 24,775 Shares of Dimensional US Small Cap Value ETF $DFSV

Daner Wealth Management LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 57.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 68,259 shares of the company’s stock after acquiring an additional 24,775 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 1.3% of Daner Wealth Management LLC’s holdings, making the stock its 14th largest position. Daner Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $2,521,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. BDFS Capital LLC bought a new stake in Dimensional US Small Cap Value ETF during the 4th quarter worth approximately $841,000. Apella Capital LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 101.5% in the fourth quarter. Apella Capital LLC now owns 49,868 shares of the company’s stock worth $1,640,000 after purchasing an additional 25,121 shares during the last quarter. Rather & Kittrell Inc. lifted its holdings in shares of Dimensional US Small Cap Value ETF by 5.2% in the fourth quarter. Rather & Kittrell Inc. now owns 681,209 shares of the company’s stock valued at $22,405,000 after purchasing an additional 33,608 shares in the last quarter. Wealth Advisors Northwest LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 4.5% in the fourth quarter. Wealth Advisors Northwest LLC now owns 524,670 shares of the company’s stock valued at $17,256,000 after purchasing an additional 22,426 shares in the last quarter. Finally, Lantz Financial LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 12.6% during the fourth quarter. Lantz Financial LLC now owns 156,489 shares of the company’s stock valued at $5,147,000 after buying an additional 17,467 shares during the last quarter.

Dimensional US Small Cap Value ETF Trading Up 1.0%

Shares of Dimensional US Small Cap Value ETF stock opened at $39.55 on Wednesday. The stock has a fifty day simple moving average of $38.19 and a 200 day simple moving average of $36.61. Dimensional US Small Cap Value ETF has a 12-month low of $28.86 and a 12-month high of $39.95. The company has a market capitalization of $8.15 billion, a P/E ratio of 11.87 and a beta of 1.03.

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.