Mosaic Family Wealth Partners LLC Acquires 41,776 Shares of Dimensional US Small Cap Value ETF $DFSV

Mosaic Family Wealth Partners LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,005,881 shares of the company’s stock after buying an additional 41,776 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 3.8% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 7th largest holding. Mosaic Family Wealth Partners LLC owned about 0.58% of Dimensional US Small Cap Value ETF worth $32,057,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in DFSV. DecisionPoint Financial LLC lifted its position 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 valued at $52,000 after purchasing an additional 827 shares during the period. Oakworth Capital Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF in the 3rd quarter valued at about $56,000. AE Wealth Management LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 404.1% in the 2nd quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock valued at $101,000 after buying an additional 2,756 shares during the period. EverSource Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF in the second quarter worth about $180,000. Finally, Hurley Capital LLC grew its holdings in Dimensional US Small Cap Value ETF by 14.3% during the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock worth $183,000 after acquiring an additional 777 shares during the period.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA DFSV opened at $36.25 on Friday. The stock has a market capitalization of $6.80 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. The firm’s 50 day simple moving average is $35.23 and its 200-day simple moving average is $33.13. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $37.64.

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.