Grunden Financial Advisory Inc. Has $12.27 Million Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Grunden Financial Advisory Inc. grew its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 1.0% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 398,290 shares of the company’s stock after buying an additional 3,802 shares during the quarter. Dimensional US Small Cap Value ETF makes up 6.0% of Grunden Financial Advisory Inc.’s holdings, making the stock its 7th biggest holding. Grunden Financial Advisory Inc. owned approximately 0.40% of Dimensional US Small Cap Value ETF worth $12,267,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Aviance Capital Partners LLC increased its holdings in Dimensional US Small Cap Value ETF by 1.7% in the 1st quarter. Aviance Capital Partners LLC now owns 87,048 shares of the company’s stock worth $2,620,000 after purchasing an additional 1,448 shares in the last quarter. Lantz Financial LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 30.8% in the first quarter. Lantz Financial LLC now owns 79,409 shares of the company’s stock valued at $2,390,000 after buying an additional 18,686 shares during the period. Buckingham Strategic Partners LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 204.9% in the fourth quarter. Buckingham Strategic Partners LLC now owns 173,950 shares of the company’s stock valued at $5,065,000 after buying an additional 116,891 shares during the period. Evanson Asset Management LLC raised its holdings in Dimensional US Small Cap Value ETF by 12.5% in the 1st quarter. Evanson Asset Management LLC now owns 631,751 shares of the company’s stock valued at $19,016,000 after buying an additional 70,201 shares during the last quarter. Finally, Corrigan Financial Inc. boosted its position in Dimensional US Small Cap Value ETF by 17.5% during the 3rd quarter. Corrigan Financial Inc. now owns 119,008 shares of the company’s stock worth $3,665,000 after buying an additional 17,701 shares during the period.

Dimensional US Small Cap Value ETF Stock Down 0.5 %

NYSEARCA DFSV traded down $0.16 on Thursday, hitting $30.20. The company’s stock had a trading volume of 70,801 shares, compared to its average volume of 490,202. The company’s 50-day moving average is $29.98 and its 200 day moving average is $29.54. The firm has a market cap of $3.01 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 1-year low of $23.54 and a 1-year high of $32.29.

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.