Dimensional US Small Cap Value ETF $DFSV Stock Holdings Lowered by Total Wealth Planning LLC

Total Wealth Planning LLC lowered its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 93.6% in the 4th quarter, Holdings Channel reports. The fund owned 32,598 shares of the company’s stock after selling 477,772 shares during the period. Dimensional US Small Cap Value ETF comprises 2.3% of Total Wealth Planning LLC’s investment portfolio, making the stock its 15th biggest holding. Total Wealth Planning LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,072,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of DFSV. Blueline Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $31,000. Concord Wealth Partners grew its position in Dimensional US Small Cap Value ETF by 149.0% in the 4th quarter. Concord Wealth Partners now owns 991 shares of the company’s stock valued at $33,000 after buying an additional 593 shares in the last quarter. Sound Income Strategies LLC bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $44,000. DecisionPoint Financial LLC grew its position in Dimensional US Small Cap Value ETF by 104.7% in the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after buying an additional 827 shares in the last quarter. Finally, Coston McIsaac & Partners grew its position in Dimensional US Small Cap Value ETF by 154.3% in the 4th quarter. Coston McIsaac & Partners now owns 1,686 shares of the company’s stock valued at $55,000 after buying an additional 1,023 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Up 1.2%

Shares of DFSV opened at $38.99 on Friday. The firm has a 50-day moving average price of $37.14 and a 200 day moving average price of $35.52. The firm has a market capitalization of $7.76 billion, a PE ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a 52-week low of $28.53 and a 52-week high of $39.13.

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.