Root Financial Partners LLC Has $20.31 Million Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Root Financial Partners LLC decreased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 29.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 617,486 shares of the company’s stock after selling 259,185 shares during the quarter. Dimensional US Small Cap Value ETF makes up approximately 1.0% of Root Financial Partners LLC’s holdings, making the stock its 18th largest holding. Root Financial Partners LLC owned about 0.33% of Dimensional US Small Cap Value ETF worth $20,309,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Blueline Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the 4th quarter worth $31,000. Concord Wealth Partners lifted its stake 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 acquired a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at $44,000. DecisionPoint Financial LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 104.7% in the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after purchasing an additional 827 shares during the period. Finally, Coston McIsaac & Partners lifted its stake in shares of Dimensional US Small Cap Value ETF by 154.3% in the 4th quarter. Coston McIsaac & Partners now owns 1,686 shares of the company’s stock valued at $55,000 after purchasing an additional 1,023 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 0.1%

DFSV stock opened at $37.73 on Tuesday. The business’s fifty day moving average is $36.53 and its 200-day moving average is $35.11. The company has a market cap of $7.51 billion, a P/E ratio of 11.87 and a beta of 1.06. Dimensional US Small Cap Value ETF has a twelve month low of $27.80 and a twelve month high of $38.06.

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.