Kathleen S. Wright Associates Inc. Increases Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Kathleen S. Wright Associates Inc. raised its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 32,314 shares of the company’s stock after buying an additional 1,200 shares during the quarter. Kathleen S. Wright Associates Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $999,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in DFSV. Mather Group LLC. acquired a new position in shares of Dimensional US Small Cap Value ETF during the 3rd quarter valued at about $91,475,000. Pathstone Holdings LLC raised its stake in Dimensional US Small Cap Value ETF by 159.2% during the third quarter. Pathstone Holdings LLC now owns 2,694,212 shares of the company’s stock worth $82,978,000 after purchasing an additional 1,654,905 shares during the period. von Borstel & Associates Inc. acquired a new position in Dimensional US Small Cap Value ETF in the 3rd quarter valued at about $10,870,000. JMG Financial Group Ltd. grew its stake in shares of Dimensional US Small Cap Value ETF by 6.0% in the 3rd quarter. JMG Financial Group Ltd. now owns 5,202,502 shares of the company’s stock valued at $160,237,000 after buying an additional 295,075 shares during the period. Finally, Modera Wealth Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 9.2% during the 3rd quarter. Modera Wealth Management LLC now owns 2,565,849 shares of the company’s stock worth $79,028,000 after buying an additional 216,965 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

DFSV opened at $31.12 on Tuesday. The stock has a market capitalization of $3.10 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a one year low of $27.51 and a one year high of $34.23. The business’s 50 day moving average price is $31.73 and its 200 day moving average price is $31.05.

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.