Truepoint Inc. Has $40.47 Million Position in Dimensional US Small Cap Value ETF $DFSV

Truepoint Inc. lifted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 39.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 1,375,016 shares of the company’s stock after purchasing an additional 386,617 shares during the period. Dimensional US Small Cap Value ETF accounts for about 1.0% of Truepoint Inc.’s portfolio, making the stock its 20th largest position. Truepoint Inc. owned 0.85% of Dimensional US Small Cap Value ETF worth $40,467,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in DFSV. RAM Investment Partners LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 96.4% in the second quarter. RAM Investment Partners LLC now owns 18,368 shares of the company’s stock worth $541,000 after acquiring an additional 9,017 shares during the last quarter. W.H. Cornerstone Investments Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 3.9% in the second quarter. W.H. Cornerstone Investments Inc. now owns 97,982 shares of the company’s stock valued at $2,884,000 after purchasing an additional 3,661 shares in the last quarter. Austin Wealth Management LLC bought a new position in Dimensional US Small Cap Value ETF in the 2nd quarter worth approximately $495,000. Advyzon Investment Management LLC lifted its holdings in Dimensional US Small Cap Value ETF by 4.7% during the 2nd quarter. Advyzon Investment Management LLC now owns 77,352 shares of the company’s stock worth $2,276,000 after buying an additional 3,440 shares in the last quarter. Finally, Timonier Family Office LTD. boosted its position in Dimensional US Small Cap Value ETF by 19.4% in the 2nd quarter. Timonier Family Office LTD. now owns 359,940 shares of the company’s stock valued at $10,593,000 after buying an additional 58,385 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $31.40 on Friday. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $34.23. The stock has a market capitalization of $5.43 billion, a P/E ratio of 11.87 and a beta of 1.13. The stock has a fifty day moving average of $31.82 and a 200-day moving average of $30.46.

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.