Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) is Retirement Solution Inc.’s 4th Largest Position

Retirement Solution Inc. increased its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 634,162 shares of the company’s stock after purchasing an additional 17,067 shares during the period. Dimensional US Small Cap Value ETF accounts for 5.5% of Retirement Solution Inc.’s investment portfolio, making the stock its 4th largest holding. Retirement Solution Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $18,467,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. GEM Asset Management LLC boosted its holdings in Dimensional US Small Cap Value ETF by 19.4% in the third quarter. GEM Asset Management LLC now owns 10,872 shares of the company’s stock valued at $275,000 after acquiring an additional 1,765 shares during the last quarter. Liberty Capital Management Inc. increased its holdings in Dimensional US Small Cap Value ETF by 34.1% in the third quarter. Liberty Capital Management Inc. now owns 43,788 shares of the company’s stock valued at $1,110,000 after buying an additional 11,130 shares during the last quarter. Builder Investment Group Inc. ADV bought a new position in shares of Dimensional US Small Cap Value ETF during the third quarter valued at approximately $212,000. Lam Group Inc. grew its holdings in shares of Dimensional US Small Cap Value ETF by 2.4% during the third quarter. Lam Group Inc. now owns 100,438 shares of the company’s stock valued at $2,545,000 after purchasing an additional 2,353 shares during the last quarter. Finally, Advisory Alpha LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 4.0% during the third quarter. Advisory Alpha LLC now owns 137,688 shares of the company’s stock valued at $3,489,000 after purchasing an additional 5,307 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.1 %

Shares of NYSEARCA:DFSV traded down $0.04 during trading on Wednesday, hitting $28.83. 516,243 shares of the company traded hands, compared to its average volume of 427,492. The business’s fifty day moving average is $28.83 and its 200-day moving average is $27.55. The stock has a market capitalization of $2.83 billion, a price-to-earnings ratio of 8.50 and a beta of 1.05. Dimensional US Small Cap Value ETF has a one year low of $23.01 and a one year high of $30.22.

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.