Tandemgrowth Financial Advisors LLC Invests $1.13 Million in Dimensional US Small Cap Value ETF $DFSV

Tandemgrowth Financial Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 34,263 shares of the company’s stock, valued at approximately $1,127,000. Dimensional US Small Cap Value ETF accounts for about 1.0% of Tandemgrowth Financial Advisors LLC’s holdings, making the stock its 14th largest holding.

Other hedge funds have also made changes to their positions in the company. Lutz Financial Services LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 2.5% during the 4th quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock valued at $398,000 after acquiring an additional 293 shares during the period. Valued Wealth Advisors LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 1.3% during the 4th quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock valued at $775,000 after acquiring an additional 307 shares during the period. Ruedi Wealth Management Inc. lifted its position in shares of Dimensional US Small Cap Value ETF by 0.4% during the 4th quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after acquiring an additional 321 shares during the period. Verisail Partners LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 2.1% during the 4th quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock valued at $541,000 after acquiring an additional 338 shares during the period. Finally, 25 LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 2.3% during the 4th quarter. 25 LLC now owns 16,011 shares of the company’s stock valued at $527,000 after acquiring an additional 366 shares during the period.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV opened at $38.54 on Friday. The firm has a 50 day simple moving average of $37.07 and a 200-day simple moving average of $35.50. Dimensional US Small Cap Value ETF has a 1-year low of $28.53 and a 1-year high of $38.58. The stock has a market cap of $7.67 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04.

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.