Ruedi Wealth Management Inc. Grows Holdings in Dimensional US Small Cap Value ETF $DFSV

Ruedi Wealth Management Inc. grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 372.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 67,925 shares of the company’s stock after purchasing an additional 53,545 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 0.6% of Ruedi Wealth Management Inc.’s holdings, making the stock its 22nd largest holding. Ruedi Wealth Management Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $1,999,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of DFSV. CVA Family Office LLC purchased a new stake in Dimensional US Small Cap Value ETF in the first quarter worth $30,000. Bridge Generations Wealth Management LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the 1st quarter worth $31,000. Fort Vancouver Investment Management LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the 1st quarter worth $47,000. Hurley Capital LLC grew its position in shares of Dimensional US Small Cap Value ETF by 7.5% during the 1st quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock worth $153,000 after buying an additional 380 shares in the last quarter. Finally, Sutton Place Investors LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the 2nd quarter worth $204,000.

Dimensional US Small Cap Value ETF Trading Down 3.7%

DFSV opened at $30.55 on Monday. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $34.23. The business’s fifty day simple moving average is $31.70 and its 200-day simple moving average is $29.54. The company has a market capitalization of $5.19 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05.

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.