Leading Edge Financial Planning LLC Boosts Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Leading Edge Financial Planning LLC raised its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 16.8% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 649,172 shares of the company’s stock after buying an additional 93,337 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 6.7% of Leading Edge Financial Planning LLC’s investment portfolio, making the stock its 6th largest holding. Leading Edge Financial Planning LLC owned about 0.65% of Dimensional US Small Cap Value ETF worth $19,994,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the stock. JMG Financial Group Ltd. increased its holdings in shares of Dimensional US Small Cap Value ETF by 6.0% during the third quarter. JMG Financial Group Ltd. now owns 5,202,502 shares of the company’s stock valued at $160,237,000 after purchasing an additional 295,075 shares during the period. Savant Capital LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 64.3% during the second quarter. Savant Capital LLC now owns 4,644,303 shares of the company’s stock valued at $133,663,000 after purchasing an additional 1,818,171 shares during the period. Mather Group LLC. acquired a new position in shares of Dimensional US Small Cap Value ETF during the third quarter valued at $91,475,000. EP Wealth Advisors LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 3.7% during the first quarter. EP Wealth Advisors LLC now owns 2,667,181 shares of the company’s stock valued at $80,282,000 after purchasing an additional 94,607 shares during the period. Finally, Modera Wealth Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 8.9% during the second quarter. Modera Wealth Management LLC now owns 2,348,884 shares of the company’s stock valued at $67,601,000 after purchasing an additional 192,043 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $30.57 on Friday. The firm has a market capitalization of $3.05 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a one year low of $23.54 and a one year high of $32.29. The stock’s fifty day moving average is $30.35 and its 200-day moving average is $29.64.

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.