Harbour Investments Inc. Makes New $22.53 Million Investment in Dimensional US Small Cap Value ETF $DFSV

Harbour Investments Inc. acquired a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the fourth quarter, according to the company in its most recent filing with the SEC. The fund acquired 684,890 shares of the company’s stock, valued at approximately $22,526,000. Harbour Investments Inc. owned approximately 0.37% of Dimensional US Small Cap Value ETF at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Concord Wealth Partners lifted its holdings in 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 worth $33,000 after buying an additional 593 shares in the last quarter. Sound Income Strategies LLC acquired a new position in Dimensional US Small Cap Value ETF in the 4th quarter worth $44,000. DecisionPoint Financial LLC lifted its holdings in 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 worth $52,000 after buying an additional 827 shares in the last quarter. Coston McIsaac & Partners lifted its holdings in 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 worth $55,000 after buying an additional 1,023 shares in the last quarter. Finally, Oakworth Capital Inc. acquired a new position in Dimensional US Small Cap Value ETF in the 3rd quarter worth $56,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV stock opened at $37.42 on Tuesday. Dimensional US Small Cap Value ETF has a 12 month low of $27.51 and a 12 month high of $38.03. The firm has a market capitalization of $7.45 billion, a P/E ratio of 11.87 and a beta of 1.06. The company’s fifty day moving average price is $36.17 and its two-hundred day moving average price is $34.89.

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.