Annapolis Financial Services LLC Increases Stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Annapolis Financial Services LLC grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 175,498 shares of the company’s stock after purchasing an additional 29,083 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 1.6% of Annapolis Financial Services LLC’s portfolio, making the stock its 20th biggest holding. Annapolis Financial Services LLC owned approximately 0.18% of Dimensional US Small Cap Value ETF worth $5,405,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Physician Wealth Advisors Inc. grew its holdings in Dimensional US Small Cap Value ETF by 1.6% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock valued at $692,000 after buying an additional 352 shares in the last quarter. Sprinkle Financial Consultants LLC increased its position in Dimensional US Small Cap Value ETF by 2.6% during the second quarter. Sprinkle Financial Consultants LLC now owns 22,764 shares of the company’s stock worth $655,000 after purchasing an additional 568 shares during the last quarter. Aspire Private Capital LLC raised its stake in Dimensional US Small Cap Value ETF by 8.0% during the second quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock worth $224,000 after purchasing an additional 580 shares during the period. Great Oak Capital Partners LLC boosted its holdings in Dimensional US Small Cap Value ETF by 4.6% in the 2nd quarter. Great Oak Capital Partners LLC now owns 16,678 shares of the company’s stock valued at $485,000 after purchasing an additional 727 shares during the last quarter. Finally, Tillman Hartley LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 9.4% in the 2nd quarter. Tillman Hartley LLC now owns 10,139 shares of the company’s stock valued at $292,000 after buying an additional 870 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 1.5 %

NYSEARCA DFSV opened at $31.37 on Thursday. The stock has a market cap of $3.13 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a twelve month low of $23.54 and a twelve month high of $32.29. The stock has a fifty day simple moving average of $30.15 and a 200-day simple moving average of $29.58.

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.