Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) is Discipline Wealth Solutions LLC’s 10th Largest Position

Discipline Wealth Solutions LLC lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 11.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 99,834 shares of the company’s stock after acquiring an additional 10,332 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 2.3% of Discipline Wealth Solutions LLC’s holdings, making the stock its 10th biggest position. Discipline Wealth Solutions LLC owned about 0.10% of Dimensional US Small Cap Value ETF worth $2,873,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Jones Financial Companies Lllp boosted its position in Dimensional US Small Cap Value ETF by 137.6% during the fourth quarter. Jones Financial Companies Lllp now owns 4,649 shares of the company’s stock worth $135,000 after purchasing an additional 2,692 shares in the last quarter. ProVise Management Group LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF in the 1st quarter worth about $201,000. Galvin Gaustad & Stein LLC acquired a new stake in Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $202,000. Apella Capital LLC purchased a new position in Dimensional US Small Cap Value ETF during the 2nd quarter valued at about $208,000. Finally, Hartline Investment Corp purchased a new position in Dimensional US Small Cap Value ETF during the 1st quarter valued at about $213,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA DFSV opened at $29.11 on Tuesday. The firm’s 50-day moving average is $29.93 and its two-hundred day moving average is $29.32. The company has a market capitalization of $2.90 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12-month low of $23.54 and a 12-month high of $32.29.

About Dimensional US Small Cap Value ETF

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.