Retirement Solution LLC Has $19.28 Million Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Retirement Solution LLC decreased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 1.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 626,431 shares of the company’s stock after selling 6,015 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 5.0% of Retirement Solution LLC’s investment portfolio, making the stock its 4th biggest position. Retirement Solution LLC owned about 0.63% of Dimensional US Small Cap Value ETF worth $19,282,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the stock. Investmark Advisory Group LLC boosted its stake in Dimensional US Small Cap Value ETF by 0.8% in the third quarter. Investmark Advisory Group LLC now owns 46,357 shares of the company’s stock worth $1,428,000 after purchasing an additional 354 shares in the last quarter. CarsonAllaria Wealth Management Ltd. increased its position in Dimensional US Small Cap Value ETF by 2.5% in the 4th quarter. CarsonAllaria Wealth Management Ltd. now owns 20,131 shares of the company’s stock valued at $620,000 after acquiring an additional 499 shares in the last quarter. Tcfg Wealth Management LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 1.8% in the fourth quarter. Tcfg Wealth Management LLC now owns 29,382 shares of the company’s stock worth $904,000 after acquiring an additional 519 shares during the last quarter. SNS Financial Group LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 0.7% during the fourth quarter. SNS Financial Group LLC now owns 79,164 shares of the company’s stock valued at $2,437,000 after purchasing an additional 548 shares during the last quarter. Finally, Schubert & Co raised its position in Dimensional US Small Cap Value ETF by 1.5% in the 4th quarter. Schubert & Co now owns 45,793 shares of the company’s stock worth $1,410,000 after purchasing an additional 695 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV stock opened at $28.83 on Friday. The stock has a market cap of $4.10 billion, a PE ratio of 12.84 and a beta of 1.15. The firm’s 50 day moving average price is $30.94 and its two-hundred day moving average price is $31.13. Dimensional US Small Cap Value ETF has a 52-week low of $27.75 and a 52-week high of $34.23.

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.