Lantz Financial LLC Decreases Stock Position in Dimensional US Small Cap Value ETF $DFSV

Lantz Financial LLC reduced its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 46.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 127,289 shares of the company’s stock after selling 108,342 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 0.9% of Lantz Financial LLC’s investment portfolio, making the stock its 24th largest holding. Lantz Financial LLC owned about 0.08% of Dimensional US Small Cap Value ETF worth $3,746,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. CVA Family Office LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF during the 1st quarter valued at approximately $30,000. Bridge Generations Wealth Management LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the first quarter worth approximately $31,000. Fort Vancouver Investment Management LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the first quarter worth approximately $47,000. Hurley Capital LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 7.5% during the first quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock valued at $153,000 after purchasing an additional 380 shares during the period. Finally, Pioneer Wealth Management Group acquired a new position in shares of Dimensional US Small Cap Value ETF during the first quarter valued at $202,000.

Dimensional US Small Cap Value ETF Trading Down 1.3%

Dimensional US Small Cap Value ETF stock opened at $32.31 on Friday. The stock has a market cap of $5.22 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05. The company’s 50-day moving average price is $31.25 and its two-hundred day moving average price is $29.17. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $34.23.

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.