Discipline Wealth Solutions LLC Grows Position in Dimensional US Small Cap Value ETF $DFSV

Discipline Wealth Solutions LLC lifted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 17.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 220,818 shares of the company’s stock after purchasing an additional 33,516 shares during the period. Discipline Wealth Solutions LLC’s holdings in Dimensional US Small Cap Value ETF were worth $7,737,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DFSV. Goldman Sachs Group Inc. raised its stake in shares of Dimensional US Small Cap Value ETF by 53.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after buying an additional 37,056 shares during the last quarter. EverSource Wealth Advisors LLC purchased a new position in shares of Dimensional US Small Cap Value ETF during the second quarter valued at approximately $180,000. Brown Advisory Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 30.3% during the 2nd quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock worth $686,000 after purchasing an additional 5,421 shares during the period. Raymond James Financial Inc. lifted its position in Dimensional US Small Cap Value ETF by 8.3% during the second quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock worth $43,590,000 after buying an additional 113,860 shares during the period. Finally, Sentinel Wealth Management Inc. purchased a new position in shares of Dimensional US Small Cap Value ETF during the 2nd quarter worth about $6,882,000.

Dimensional US Small Cap Value ETF Stock Up 0.2%

Shares of DFSV opened at $38.23 on Tuesday. The firm has a market cap of $7.61 billion, a PE ratio of 11.87 and a beta of 1.04. The company’s fifty day moving average is $37.46 and its two-hundred day moving average is $35.79. Dimensional US Small Cap Value ETF has a fifty-two week low of $28.53 and a fifty-two week high of $39.33.

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.