Twin Cities Retirement Group LLC Takes Position in Dimensional US Small Cap Value ETF $DFSV

Twin Cities Retirement Group LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 57,339 shares of the company’s stock, valued at approximately $1,886,000. Dimensional US Small Cap Value ETF accounts for about 1.8% of Twin Cities Retirement Group LLC’s portfolio, making the stock its 15th biggest holding.

Several other large investors have also made changes to their positions in the company. Lutz Financial Services LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 2.5% during the fourth quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock valued at $398,000 after acquiring an additional 293 shares during the period. Valued Wealth Advisors LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 1.3% during the fourth quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock valued at $775,000 after acquiring an additional 307 shares during the period. Ruedi Wealth Management Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 0.4% during the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after acquiring an additional 321 shares during the period. Verisail Partners LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 2.1% during the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock valued at $541,000 after acquiring an additional 338 shares during the period. Finally, 25 LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 2.3% during the fourth quarter. 25 LLC now owns 16,011 shares of the company’s stock valued at $527,000 after acquiring an additional 366 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 0.7%

Shares of DFSV opened at $37.42 on Friday. Dimensional US Small Cap Value ETF has a 12-month low of $27.51 and a 12-month high of $38.03. The firm has a market capitalization of $7.45 billion, a PE ratio of 11.87 and a beta of 1.06. The stock’s fifty day simple moving average is $36.11 and its 200-day simple moving average is $34.82.

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.