Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Stock Holdings Increased by RCS Financial Planning LLC

RCS Financial Planning LLC lifted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 293,404 shares of the company’s stock after purchasing an additional 13,173 shares during the period. Dimensional US Small Cap Value ETF comprises about 4.8% of RCS Financial Planning LLC’s holdings, making the stock its 6th largest holding. RCS Financial Planning LLC’s holdings in Dimensional US Small Cap Value ETF were worth $9,031,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Aptus Capital Advisors LLC raised its holdings in shares of Dimensional US Small Cap Value ETF by 687.8% in the 3rd quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock valued at $89,000 after purchasing an additional 2,531 shares in the last quarter. UMB Bank n.a. purchased a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at $178,000. Acropolis Investment Management LLC acquired a new stake in Dimensional US Small Cap Value ETF in the third quarter valued at $188,000. Acorn Wealth Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF during the 3rd quarter worth about $206,000. Finally, Rockbridge Investment Management LCC purchased a new stake in Dimensional US Small Cap Value ETF during the 3rd quarter worth about $208,000.

Dimensional US Small Cap Value ETF Stock Performance

DFSV opened at $31.82 on Wednesday. Dimensional US Small Cap Value ETF has a one year low of $27.51 and a one year high of $34.23. The company has a market cap of $3.17 billion, a P/E ratio of 8.86 and a beta of 1.13. The business’s 50-day simple moving average is $31.84 and its 200-day simple moving average is $31.03.

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.