Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Zhang Financial LLC

Zhang Financial LLC raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 10.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 702,217 shares of the company’s stock after purchasing an additional 66,943 shares during the quarter. Dimensional US Small Cap Value ETF comprises 0.9% of Zhang Financial LLC’s portfolio, making the stock its 27th largest holding. Zhang Financial LLC owned about 0.35% of Dimensional US Small Cap Value ETF worth $24,606,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of DFSV. Savant Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 20.0% in the fourth quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock valued at $528,976,000 after buying an additional 2,682,169 shares during the period. Corient Private Wealth LLC boosted its stake in Dimensional US Small Cap Value ETF by 41.9% during the fourth quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock valued at $240,036,000 after buying an additional 2,154,893 shares in the last quarter. EP Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the fourth quarter worth about $50,585,000. Focus Partners Wealth grew its holdings in Dimensional US Small Cap Value ETF by 20.3% during the fourth quarter. Focus Partners Wealth now owns 4,310,926 shares of the company’s stock worth $141,786,000 after acquiring an additional 728,129 shares during the period. Finally, Harbour Investments Inc. bought a new stake in Dimensional US Small Cap Value ETF in the fourth quarter worth about $22,526,000.

Dimensional US Small Cap Value ETF Trading Down 0.9%

Shares of Dimensional US Small Cap Value ETF stock opened at $39.52 on Friday. Dimensional US Small Cap Value ETF has a 52 week low of $28.86 and a 52 week high of $39.95. The stock has a market cap of $8.13 billion, a PE ratio of 11.87 and a beta of 1.03. The company’s 50-day moving average price is $38.10 and its two-hundred day moving average price is $36.49.

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.