Retirement Solution LLC Grows Stake in Dimensional US Small Cap Value ETF $DFSV

Retirement Solution LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 630,891 shares of the company’s stock after buying an additional 12,261 shares during the quarter. Dimensional US Small Cap Value ETF makes up approximately 4.7% of Retirement Solution LLC’s investment portfolio, making the stock its 5th biggest holding. Retirement Solution LLC’s holdings in Dimensional US Small Cap Value ETF were worth $18,567,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of DFSV. AE Wealth Management LLC boosted its position in 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 valued at $101,000 after acquiring an additional 2,756 shares in the last quarter. Hurley Capital LLC raised its position in shares of Dimensional US Small Cap Value ETF by 7.5% in the 1st quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock worth $153,000 after acquiring an additional 380 shares in the last quarter. Mills Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter worth $200,000. Sutton Place Investors LLC bought a new stake in Dimensional US Small Cap Value ETF during the second quarter valued at about $204,000. Finally, Infinity Wealth Counsel LLC bought a new stake in Dimensional US Small Cap Value ETF during the first quarter valued at about $209,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $31.38 on Monday. The company has a market capitalization of $5.42 billion, a PE ratio of 11.87 and a beta of 1.13. The company has a 50-day simple moving average of $31.90 and a two-hundred day simple moving average of $30.34. Dimensional US Small Cap Value ETF has a one year low of $23.80 and a one year high of $34.23.

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.