Discipline Wealth Solutions LLC Has $3.68 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Discipline Wealth Solutions LLC boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 119,340 shares of the company’s stock after buying an additional 19,506 shares during the period. Dimensional US Small Cap Value ETF makes up 1.9% of Discipline Wealth Solutions LLC’s portfolio, making the stock its 11th largest holding. Discipline Wealth Solutions LLC owned 0.12% of Dimensional US Small Cap Value ETF worth $3,676,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Mather Group LLC. bought a new stake in shares of Dimensional US Small Cap Value ETF during the third quarter worth approximately $91,475,000. Savant Capital LLC lifted its holdings in Dimensional US Small Cap Value ETF by 64.3% during the 2nd quarter. Savant Capital LLC now owns 4,644,303 shares of the company’s stock worth $133,663,000 after purchasing an additional 1,818,171 shares during the last quarter. Pathstone Holdings LLC boosted its stake in Dimensional US Small Cap Value ETF by 159.2% in the 3rd quarter. Pathstone Holdings LLC now owns 2,694,212 shares of the company’s stock valued at $82,978,000 after purchasing an additional 1,654,905 shares during the period. Arista Wealth Management LLC grew its holdings in Dimensional US Small Cap Value ETF by 222.4% in the 2nd quarter. Arista Wealth Management LLC now owns 1,570,224 shares of the company’s stock valued at $45,191,000 after buying an additional 1,083,193 shares in the last quarter. Finally, von Borstel & Associates Inc. bought a new position in Dimensional US Small Cap Value ETF during the 3rd quarter worth $10,870,000.

Dimensional US Small Cap Value ETF Stock Performance

DFSV opened at $32.79 on Wednesday. The stock has a fifty day moving average of $31.82 and a 200-day moving average of $30.42. The company has a market capitalization of $3.27 billion, a P/E ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a fifty-two week low of $26.83 and a fifty-two week high of $34.23.

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.