Dimensional US Small Cap Value ETF $DFSV is Hassell Wealth Management LLC’s 5th Largest Position

Hassell Wealth Management LLC grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 729,857 shares of the company’s stock after purchasing an additional 44,638 shares during the period. Dimensional US Small Cap Value ETF makes up about 8.3% of Hassell Wealth Management LLC’s portfolio, making the stock its 5th biggest holding. Hassell Wealth Management LLC owned about 0.45% of Dimensional US Small Cap Value ETF worth $22,750,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Mather Group LLC. raised its stake in shares of Dimensional US Small Cap Value ETF by 29.0% in the second quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock worth $190,198,000 after purchasing an additional 1,452,290 shares during the last quarter. JMG Financial Group Ltd. boosted its position in Dimensional US Small Cap Value ETF by 7.0% in the first quarter. JMG Financial Group Ltd. now owns 5,816,865 shares of the company’s stock valued at $163,745,000 after buying an additional 378,500 shares during the last quarter. Modera Wealth Management LLC boosted its position in Dimensional US Small Cap Value ETF by 1.9% in the first quarter. Modera Wealth Management LLC now owns 2,936,778 shares of the company’s stock valued at $82,670,000 after buying an additional 53,689 shares during the last quarter. Ritholtz Wealth Management boosted its position in Dimensional US Small Cap Value ETF by 16.3% in the first quarter. Ritholtz Wealth Management now owns 2,451,943 shares of the company’s stock valued at $69,022,000 after buying an additional 342,866 shares during the last quarter. Finally, Focus Partners Wealth boosted its position in Dimensional US Small Cap Value ETF by 14.2% in the first quarter. Focus Partners Wealth now owns 2,283,031 shares of the company’s stock valued at $64,267,000 after buying an additional 283,434 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Down 3.7%

Shares of NYSEARCA DFSV opened at $30.55 on Friday. The business’s 50 day moving average price is $31.70 and its 200 day moving average price is $29.53. The firm has a market cap of $5.19 billion, a P/E ratio of 11.87 and a beta of 1.05. 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 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.