Ritholtz Wealth Management Boosts Stock Position in Dimensional US Small Cap Value ETF $DFSV

Ritholtz Wealth Management raised its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,857,508 shares of the company’s stock after acquiring an additional 239,097 shares during the period. Dimensional US Small Cap Value ETF comprises about 2.3% of Ritholtz Wealth Management’s investment portfolio, making the stock its 9th largest holding. Ritholtz Wealth Management owned about 1.96% of Dimensional US Small Cap Value ETF worth $135,167,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Blueline Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter valued at about $31,000. Concord Wealth Partners grew its position in shares of 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 purchasing an additional 593 shares during the period. Sound Income Strategies LLC bought a new stake in Dimensional US Small Cap Value ETF during the 4th quarter worth approximately $44,000. Arax Advisory Partners bought a new stake in Dimensional US Small Cap Value ETF during the 4th quarter worth approximately $44,000. Finally, Coston McIsaac & Partners raised its holdings in Dimensional US Small Cap Value ETF by 154.3% during the 4th quarter. Coston McIsaac & Partners now owns 1,686 shares of the company’s stock worth $55,000 after buying an additional 1,023 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $38.38 on Thursday. Dimensional US Small Cap Value ETF has a twelve month low of $28.86 and a twelve month high of $39.33. The firm’s 50 day moving average price is $37.53 and its two-hundred day moving average price is $35.87. The firm has a market cap of $7.64 billion, a P/E ratio of 11.87 and a beta of 1.04.

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.