Triad Wealth Partners LLC Boosts Position in Dimensional US Small Cap Value ETF $DFSV

Triad Wealth Partners LLC grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 98.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 39,697 shares of the company’s stock after buying an additional 19,645 shares during the period. Triad Wealth Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,168,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Mustard Seed Financial LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 11.8% during the second quarter. Mustard Seed Financial LLC now owns 44,856 shares of the company’s stock valued at $1,320,000 after buying an additional 4,744 shares during the period. Willow Creek Wealth Management Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 170.1% during the second quarter. Willow Creek Wealth Management Inc. now owns 41,282 shares of the company’s stock valued at $1,215,000 after buying an additional 25,998 shares during the period. XY Planning Network Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 110.4% during the second quarter. XY Planning Network Inc. now owns 143,039 shares of the company’s stock valued at $4,210,000 after buying an additional 75,044 shares during the period. Janney Montgomery Scott LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 8.6% during the first quarter. Janney Montgomery Scott LLC now owns 17,863 shares of the company’s stock valued at $503,000 after buying an additional 1,418 shares during the period. Finally, Aveo Capital Partners LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 6.3% during the first quarter. Aveo Capital Partners LLC now owns 198,503 shares of the company’s stock valued at $5,385,000 after buying an additional 11,684 shares during the period.

Dimensional US Small Cap Value ETF Stock Down 0.1%

Shares of DFSV stock opened at $32.01 on Friday. The stock has a market cap of $5.17 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05. The business’s fifty day moving average is $31.51 and its 200 day moving average is $29.40. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $34.23.

Dimensional US Small Cap Value ETF Company 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.