Higgins & Schmidt Wealth Strategies LLC Purchases New Shares in Dimensional US Small Cap Value ETF $DFSV

Higgins & Schmidt Wealth Strategies LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 23,077 shares of the company’s stock, valued at approximately $679,000. Dimensional US Small Cap Value ETF makes up about 0.4% of Higgins & Schmidt Wealth Strategies LLC’s investment portfolio, making the stock its 27th largest position.

Other large investors also recently made changes to their positions in the company. Janney Montgomery Scott LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 8.6% during the first quarter. Janney Montgomery Scott LLC now owns 17,863 shares of the company’s stock valued at $503,000 after purchasing an additional 1,418 shares in the last quarter. Aveo Capital Partners LLC raised its position in Dimensional US Small Cap Value ETF by 6.3% in the first quarter. Aveo Capital Partners LLC now owns 198,503 shares of the company’s stock worth $5,385,000 after acquiring an additional 11,684 shares during the period. XTX Topco Ltd bought a new stake in Dimensional US Small Cap Value ETF in the first quarter worth about $265,000. Cresset Asset Management LLC bought a new stake in Dimensional US Small Cap Value ETF in the first quarter worth about $223,000. Finally, Diversified Portfolios Inc. raised its position in Dimensional US Small Cap Value ETF by 17.2% in the first quarter. Diversified Portfolios Inc. now owns 443,919 shares of the company’s stock worth $12,496,000 after acquiring an additional 65,021 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV stock opened at $32.28 on Friday. The firm has a market cap of $5.22 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $34.23. The firm’s 50-day simple moving average is $31.09 and its two-hundred day simple moving average is $29.07.

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.