Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Stock Position Lifted by Sterling Financial Planning Inc.

Sterling Financial Planning Inc. boosted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 9.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 141,766 shares of the company’s stock after purchasing an additional 12,122 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 1.8% of Sterling Financial Planning Inc.’s holdings, making the stock its 15th largest position. Sterling Financial Planning Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $4,128,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Morgan Stanley acquired a new stake in Dimensional US Small Cap Value ETF in the fourth quarter valued at approximately $33,000. Cerity Partners LLC acquired a new stake in Dimensional US Small Cap Value ETF in the fourth quarter valued at approximately $2,196,000. Spire Wealth Management acquired a new stake in Dimensional US Small Cap Value ETF in the third quarter valued at approximately $61,000. McGlone Suttner Wealth Management Inc. acquired a new stake in Dimensional US Small Cap Value ETF in the fourth quarter valued at approximately $85,000. Finally, O Shaughnessy Asset Management LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 4,409.6% in the third quarter. O Shaughnessy Asset Management LLC now owns 3,292 shares of the company’s stock worth $83,000 after buying an additional 3,219 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of Dimensional US Small Cap Value ETF stock traded up $0.05 on Thursday, reaching $27.86. The stock had a trading volume of 327,853 shares, compared to its average volume of 426,627. The business’s 50-day moving average price is $28.82 and its two-hundred day moving average price is $27.43. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.01 and a fifty-two week high of $30.22. The stock has a market cap of $1.62 billion, a P/E ratio of 8.33 and a beta of 1.05.

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.