Sterling Financial Planning Inc. Purchases 9,551 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Sterling Financial Planning Inc. increased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.9% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 204,677 shares of the company’s stock after purchasing an additional 9,551 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 2.3% of Sterling Financial Planning Inc.’s investment portfolio, making the stock its 14th largest holding. Sterling Financial Planning Inc. owned about 0.21% of Dimensional US Small Cap Value ETF worth $6,300,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in DFSV. Pathstone Holdings LLC increased its stake in shares of 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. Savant Capital LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 22.6% in the 4th quarter. Savant Capital LLC now owns 8,053,126 shares of the company’s stock worth $247,875,000 after buying an additional 1,483,483 shares during the last quarter. Mather Group LLC. increased its position in Dimensional US Small Cap Value ETF by 40.6% during the 4th quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock valued at $128,502,000 after buying an additional 1,204,884 shares in the last quarter. Wealth Advisors Northwest LLC purchased a new position in Dimensional US Small Cap Value ETF during the fourth quarter valued at $10,959,000. Finally, Root Financial Partners LLC boosted its holdings in Dimensional US Small Cap Value ETF by 30.1% in the fourth quarter. Root Financial Partners LLC now owns 1,474,428 shares of the company’s stock worth $45,383,000 after acquiring an additional 340,729 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Down 0.6 %

NYSEARCA DFSV opened at $31.38 on Thursday. Dimensional US Small Cap Value ETF has a 12 month low of $27.75 and a 12 month high of $34.23. The stock’s fifty day moving average price is $31.31 and its 200-day moving average price is $31.10. The stock has a market cap of $3.13 billion, a P/E ratio of 8.86 and a beta of 1.13.

About Dimensional US Small Cap Value ETF

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.