Tobias Financial Advisors Inc. Increases Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Tobias Financial Advisors Inc. boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 25.2% in the 3rd quarter, Holdings Channel.com reports. The fund owned 363,976 shares of the company’s stock after purchasing an additional 73,188 shares during the period. Dimensional US Small Cap Value ETF makes up 1.8% of Tobias Financial Advisors Inc.’s holdings, making the stock its 17th largest holding. Tobias Financial Advisors Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $11,589,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. AE Wealth Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 404.1% in 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 during the period. EverSource Wealth Advisors LLC bought a new stake in Dimensional US Small Cap Value ETF during the second quarter valued at $180,000. Hurley Capital LLC grew its position in Dimensional US Small Cap Value ETF by 14.3% during the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock worth $183,000 after buying an additional 777 shares in the last quarter. Mills Wealth Advisors LLC bought a new position in Dimensional US Small Cap Value ETF in the 2nd quarter worth about $200,000. Finally, Sutton Place Investors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $204,000.

Dimensional US Small Cap Value ETF Trading Up 0.1%

Shares of DFSV opened at $35.08 on Wednesday. The company has a market cap of $6.47 billion, a PE ratio of 11.87 and a beta of 1.13. The stock has a 50-day moving average price of $33.52 and a 200-day moving average price of $32.16. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $35.96.

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.