Grunden Financial Advisory Inc. Acquires New Stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Grunden Financial Advisory Inc. acquired a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 375,134 shares of the company’s stock, valued at approximately $10,924,000. Dimensional US Small Cap Value ETF comprises 6.1% of Grunden Financial Advisory Inc.’s portfolio, making the stock its 7th biggest holding. Grunden Financial Advisory Inc. owned 0.64% of Dimensional US Small Cap Value ETF at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of DFSV. Envestnet Asset Management Inc. increased its position in Dimensional US Small Cap Value ETF by 5.4% during the third quarter. Envestnet Asset Management Inc. now owns 47,275 shares of the company’s stock valued at $1,030,000 after acquiring an additional 2,437 shares during the last quarter. Citadel Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF during the third quarter valued at $1,887,000. PNC Financial Services Group Inc. purchased a new stake in Dimensional US Small Cap Value ETF during the fourth quarter valued at $139,000. JPMorgan Chase & Co. purchased a new stake in Dimensional US Small Cap Value ETF during the fourth quarter valued at $4,607,000. Finally, Renaissance Technologies LLC purchased a new stake in Dimensional US Small Cap Value ETF in the fourth quarter worth about $934,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA DFSV traded up $0.05 during trading on Thursday, hitting $27.86. The company had a trading volume of 327,853 shares, compared to its average volume of 426,627. The stock has a 50 day simple moving average of $28.82 and a 200 day simple moving average of $27.43. Dimensional US Small Cap Value ETF has a 12 month low of $23.01 and a 12 month high of $30.22. The firm has a market capitalization of $1.62 billion, a P/E ratio of 8.33 and a beta of 1.05.

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.