BetterWealth LLC Has $19.37 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

BetterWealth LLC grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 628,745 shares of the company’s stock after acquiring an additional 17,944 shares during the period. Dimensional US Small Cap Value ETF comprises 5.7% of BetterWealth LLC’s holdings, making the stock its 5th largest holding. BetterWealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $19,365,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Wealthcare Advisory Partners LLC grew its holdings in Dimensional US Small Cap Value ETF by 5.8% in the first quarter. Wealthcare Advisory Partners LLC now owns 39,601 shares of the company’s stock worth $1,192,000 after purchasing an additional 2,180 shares during the period. Wealth Enhancement Advisory Services LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 9.7% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 397,541 shares of the company’s stock valued at $11,966,000 after buying an additional 35,232 shares during the last quarter. Firethorn Wealth Partners LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 52.7% during the first quarter. Firethorn Wealth Partners LLC now owns 58,284 shares of the company’s stock valued at $1,754,000 after purchasing an additional 20,126 shares in the last quarter. Kathleen S. Wright Associates Inc. lifted its position in shares of Dimensional US Small Cap Value ETF by 85.1% during the first quarter. Kathleen S. Wright Associates Inc. now owns 26,096 shares of the company’s stock valued at $775,000 after purchasing an additional 11,998 shares in the last quarter. Finally, Gradient Capital Advisors LLC raised its position in Dimensional US Small Cap Value ETF by 13.5% in the first quarter. Gradient Capital Advisors LLC now owns 62,399 shares of the company’s stock worth $1,878,000 after acquiring an additional 7,403 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

DFSV stock traded down $0.19 during mid-day trading on Wednesday, hitting $30.43. The company had a trading volume of 74,414 shares, compared to its average volume of 491,536. The firm has a market cap of $3.03 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12 month low of $23.54 and a 12 month high of $32.29. The stock’s fifty day moving average price is $30.30 and its two-hundred day moving average price is $29.63.

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.