Sterling Financial Planning Inc. Increases Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Sterling Financial Planning Inc. grew its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 9.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 141,766 shares of the company’s stock after buying an additional 12,122 shares during the quarter. Dimensional US Small Cap Value ETF accounts for 1.8% of Sterling Financial Planning Inc.’s portfolio, making the stock its 15th largest position. Sterling Financial Planning Inc. owned about 0.24% of Dimensional US Small Cap Value ETF worth $4,128,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the company. Morgan Stanley purchased a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter valued at $33,000. Spire Wealth Management bought a new position in Dimensional US Small Cap Value ETF during the 3rd quarter valued at about $61,000. O Shaughnessy Asset Management LLC grew its holdings in Dimensional US Small Cap Value ETF by 4,409.6% during the 3rd quarter. O Shaughnessy Asset Management LLC now owns 3,292 shares of the company’s stock valued at $83,000 after purchasing an additional 3,219 shares during the last quarter. McGlone Suttner Wealth Management Inc. bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter worth about $85,000. Finally, Ancora Advisors LLC bought a new position in Dimensional US Small Cap Value ETF in the 1st quarter worth about $90,000.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock traded up $0.05 during mid-day trading on Thursday, reaching $27.86. The company had a trading volume of 327,853 shares, compared to its average volume of 426,627. The firm has a 50 day moving average of $28.82 and a 200 day 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 company has a market capitalization of $1.62 billion, a PE 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.