Well Done LLC Has $11.77 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Well Done LLC lifted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 0.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 382,053 shares of the company’s stock after buying an additional 3,090 shares during the period. Dimensional US Small Cap Value ETF comprises 2.2% of Well Done LLC’s holdings, making the stock its 9th largest position. Well Done LLC owned 0.38% of Dimensional US Small Cap Value ETF worth $11,767,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Heirloom Wealth Management increased its holdings in Dimensional US Small Cap Value ETF by 1.2% during the 3rd quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock worth $1,030,000 after purchasing an additional 402 shares in the last quarter. Redmont Wealth Advisors LLC increased its holdings in Dimensional US Small Cap Value ETF by 57.3% during the 3rd quarter. Redmont Wealth Advisors LLC now owns 19,112 shares of the company’s stock worth $589,000 after purchasing an additional 6,964 shares in the last quarter. Rockwood Wealth Management LLC increased its holdings in Dimensional US Small Cap Value ETF by 14.5% during the 3rd quarter. Rockwood Wealth Management LLC now owns 22,250 shares of the company’s stock worth $685,000 after purchasing an additional 2,821 shares in the last quarter. Melfa Wealth Management Inc. increased its holdings in Dimensional US Small Cap Value ETF by 3.0% during the 3rd quarter. Melfa Wealth Management Inc. now owns 78,013 shares of the company’s stock worth $2,403,000 after purchasing an additional 2,275 shares in the last quarter. Finally, HFG Advisors Inc. increased its holdings in Dimensional US Small Cap Value ETF by 1.4% during the 3rd quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock worth $1,217,000 after purchasing an additional 538 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock traded down $0.05 during trading hours on Friday, reaching $31.43. 11,615 shares of the stock were exchanged, compared to its average volume of 492,504. The firm’s 50-day moving average is $30.19 and its 200-day moving average is $29.60. The company has a market cap of $3.13 billion, a price-to-earnings 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.

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.