Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC grew its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.9% in the third quarter, Holdings Channel reports. The institutional investor owned 854,981 shares of the company’s stock after purchasing an additional 40,112 shares during the period. Dimensional US Small Cap Value ETF accounts for approximately 6.8% of Leading Edge Financial Planning LLC’s holdings, making the stock its 5th biggest position. Leading Edge Financial Planning LLC’s holdings in Dimensional US Small Cap Value ETF were worth $27,223,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the company. DecisionPoint Financial LLC boosted its stake in Dimensional US Small Cap Value ETF by 104.7% during the third 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. Oakworth Capital Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF in the 3rd quarter valued at $56,000. AE Wealth Management LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 404.1% during the 2nd quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after acquiring an additional 2,756 shares during the period. EverSource Wealth Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the 2nd quarter worth about $180,000. Finally, Hurley Capital LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 14.3% during the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after acquiring an additional 777 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 1.4%

NYSEARCA:DFSV opened at $35.63 on Friday. The firm has a market capitalization of $6.68 billion, a PE ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $37.64. The firm has a 50-day moving average price of $35.44 and a 200 day moving average price of $33.27.

About Dimensional US Small Cap Value ETF

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.