Dimensional US Small Cap Value ETF $DFSV Shares Bought by Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC lifted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 9.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 814,869 shares of the company’s stock after acquiring an additional 68,158 shares during the period. Dimensional US Small Cap Value ETF makes up 6.7% of Leading Edge Financial Planning LLC’s portfolio, making the stock its 5th biggest position. Leading Edge Financial Planning LLC owned about 0.51% of Dimensional US Small Cap Value ETF worth $23,982,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Mather Group LLC. boosted its stake in shares of Dimensional US Small Cap Value ETF by 29.0% in the second quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock valued at $190,198,000 after purchasing an additional 1,452,290 shares during the period. JMG Financial Group Ltd. boosted its stake in shares of Dimensional US Small Cap Value ETF by 7.0% in the first quarter. JMG Financial Group Ltd. now owns 5,816,865 shares of the company’s stock valued at $163,745,000 after purchasing an additional 378,500 shares during the period. Modera Wealth Management LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 1.9% in the first quarter. Modera Wealth Management LLC now owns 2,936,778 shares of the company’s stock valued at $82,670,000 after purchasing an additional 53,689 shares during the period. Ritholtz Wealth Management boosted its stake in shares of Dimensional US Small Cap Value ETF by 16.3% in the first quarter. Ritholtz Wealth Management now owns 2,451,943 shares of the company’s stock valued at $69,022,000 after purchasing an additional 342,866 shares during the period. Finally, Focus Partners Wealth boosted its stake in shares of Dimensional US Small Cap Value ETF by 14.2% in the first quarter. Focus Partners Wealth now owns 2,283,031 shares of the company’s stock valued at $64,267,000 after purchasing an additional 283,434 shares during the period.

Dimensional US Small Cap Value ETF Trading Down 0.1%

Shares of DFSV stock opened at $32.03 on Thursday. The company has a market capitalization of $5.18 billion, a PE ratio of 11.87 and a beta of 1.05. The firm has a fifty day simple moving average of $31.35 and a 200-day simple moving average of $29.24. 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.