PBMares Wealth Management LLC Raises Stock Position in Dimensional US Small Cap Value ETF $DFSV

PBMares Wealth Management LLC boosted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 25.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 255,306 shares of the company’s stock after purchasing an additional 51,951 shares during the quarter. Dimensional US Small Cap Value ETF comprises 1.4% of PBMares Wealth Management LLC’s investment portfolio, making the stock its 16th largest holding. PBMares Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $7,514,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of DFSV. Merit Financial Group LLC raised its position in Dimensional US Small Cap Value ETF by 21.0% in the 1st quarter. Merit Financial Group LLC now owns 10,332 shares of the company’s stock valued at $291,000 after purchasing an additional 1,792 shares during the last quarter. RFG Advisory LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 1st quarter valued at $13,521,000. Level Financial Advisors raised its position in Dimensional US Small Cap Value ETF by 13.4% in the 1st quarter. Level Financial Advisors now owns 92,225 shares of the company’s stock valued at $2,596,000 after purchasing an additional 10,933 shares during the last quarter. DBK Financial Counsel LLC raised its position in Dimensional US Small Cap Value ETF by 5.2% in the 1st quarter. DBK Financial Counsel LLC now owns 11,612 shares of the company’s stock valued at $327,000 after purchasing an additional 573 shares during the last quarter. Finally, Apella Capital LLC raised its position in Dimensional US Small Cap Value ETF by 122.2% in the 1st quarter. Apella Capital LLC now owns 16,338 shares of the company’s stock valued at $432,000 after purchasing an additional 8,986 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $31.84 on Wednesday. The company has a fifty day moving average price of $31.47 and a 200 day moving average price of $29.36. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $34.23. The company has a market cap of $5.15 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05.

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.