Great Oak Capital Partners LLC Acquires 5,378 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Great Oak Capital Partners LLC increased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 30.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 23,251 shares of the company’s stock after purchasing an additional 5,378 shares during the period. Dimensional US Small Cap Value ETF accounts for 0.2% of Great Oak Capital Partners LLC’s holdings, making the stock its 23rd biggest holding. Great Oak Capital Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $710,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Mather Group LLC. bought a new stake in Dimensional US Small Cap Value ETF during the 3rd quarter valued at $91,475,000. Pathstone Holdings LLC boosted its position in Dimensional US Small Cap Value ETF by 159.2% during the third quarter. Pathstone Holdings LLC now owns 2,694,212 shares of the company’s stock valued at $82,978,000 after purchasing an additional 1,654,905 shares in the last quarter. Arista Wealth Management LLC grew its stake in Dimensional US Small Cap Value ETF by 222.4% in the second quarter. Arista Wealth Management LLC now owns 1,570,224 shares of the company’s stock valued at $45,191,000 after purchasing an additional 1,083,193 shares during the last quarter. von Borstel & Associates Inc. bought a new position in Dimensional US Small Cap Value ETF in the third quarter worth about $10,870,000. Finally, JMG Financial Group Ltd. lifted its position in shares of Dimensional US Small Cap Value ETF by 6.0% during the third quarter. JMG Financial Group Ltd. now owns 5,202,502 shares of the company’s stock valued at $160,237,000 after buying an additional 295,075 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.1 %

Shares of Dimensional US Small Cap Value ETF stock opened at $31.55 on Friday. The company has a market cap of $3.15 billion, a P/E ratio of 8.86 and a beta of 1.13. The firm’s 50 day moving average price is $31.96 and its 200-day moving average price is $30.82. Dimensional US Small Cap Value ETF has a 52-week low of $27.15 and a 52-week high of $34.23.

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.