Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Stake Raised by Lauterbach Financial Advisors LLC

Lauterbach Financial Advisors LLC boosted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 31.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,871 shares of the company’s stock after acquiring an additional 3,076 shares during the quarter. Lauterbach Financial Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $380,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. Shearwater Capital LLC increased its stake in Dimensional US Small Cap Value ETF by 2.8% in the 1st quarter. Shearwater Capital LLC now owns 16,254 shares of the company’s stock worth $489,000 after purchasing an additional 436 shares in the last quarter. Sprinkle Financial Consultants LLC grew its stake in Dimensional US Small Cap Value ETF by 2.6% during the 2nd quarter. Sprinkle Financial Consultants LLC now owns 22,764 shares of the company’s stock valued at $655,000 after acquiring an additional 568 shares in the last quarter. Aspire Wealth Management Corp grew its stake in Dimensional US Small Cap Value ETF by 8.6% during the 1st quarter. Aspire Wealth Management Corp now owns 7,320 shares of the company’s stock valued at $220,000 after acquiring an additional 580 shares in the last quarter. Aspire Private Capital LLC grew its stake in Dimensional US Small Cap Value ETF by 8.0% during the 2nd quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock valued at $224,000 after acquiring an additional 580 shares in the last quarter. Finally, Collective Family Office LLC grew its stake in Dimensional US Small Cap Value ETF by 1.5% during the 1st quarter. Collective Family Office LLC now owns 50,278 shares of the company’s stock valued at $1,513,000 after acquiring an additional 754 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA:DFSV opened at $30.35 on Thursday. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.54 and a fifty-two week high of $32.29. The stock’s 50-day moving average is $30.10 and its two-hundred day moving average is $29.37. The stock has a market cap of $3.03 billion, a PE ratio of 8.86 and a beta of 1.13.

Dimensional US Small Cap Value ETF Company 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.