Phillips Financial Management LLC Has $5.39 Million Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Phillips Financial Management LLC raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 0.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 175,000 shares of the company’s stock after buying an additional 1,081 shares during the period. Phillips Financial Management LLC owned 0.18% of Dimensional US Small Cap Value ETF worth $5,390,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in DFSV. Physician Wealth Advisors Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 1.6% in the third quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock worth $692,000 after buying an additional 352 shares during the last quarter. Heirloom Wealth Management lifted its position in Dimensional US Small Cap Value ETF by 1.2% during the 3rd quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock worth $1,030,000 after acquiring an additional 402 shares during the last quarter. HFG Advisors Inc. boosted its holdings in Dimensional US Small Cap Value ETF by 1.4% during the third quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock valued at $1,217,000 after acquiring an additional 538 shares during the period. Sprinkle Financial Consultants LLC grew its position in shares of Dimensional US Small Cap Value ETF by 2.6% in the second quarter. Sprinkle Financial Consultants LLC now owns 22,764 shares of the company’s stock valued at $655,000 after purchasing an additional 568 shares during the last quarter. Finally, Aspire Private Capital LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 8.0% in the second quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock worth $224,000 after purchasing an additional 580 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $32.25 on Monday. The stock has a 50-day simple moving average of $30.82 and a 200 day simple moving average of $30.01. Dimensional US Small Cap Value ETF has a twelve month low of $25.45 and a twelve month high of $33.47. The stock has a market capitalization of $3.22 billion, a PE ratio of 8.86 and a beta of 1.13.

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.