RCS Financial Planning LLC Raises Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

RCS Financial Planning LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 293,404 shares of the company’s stock after purchasing an additional 13,173 shares during the quarter. Dimensional US Small Cap Value ETF makes up approximately 4.8% of RCS Financial Planning LLC’s investment portfolio, making the stock its 6th largest holding. RCS Financial Planning LLC owned about 0.29% of Dimensional US Small Cap Value ETF worth $9,031,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Physician Wealth Advisors Inc. grew its position in shares of Dimensional US Small Cap Value ETF by 1.6% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock worth $692,000 after buying an additional 352 shares during the last quarter. 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 valued at $1,428,000 after acquiring an additional 354 shares in the last quarter. Heirloom Wealth Management boosted its stake in Dimensional US Small Cap Value ETF by 1.2% in the third quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock valued at $1,030,000 after acquiring an additional 402 shares in the last quarter. HFG Advisors Inc. grew its holdings in Dimensional US Small Cap Value ETF by 1.4% in the third quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock worth $1,217,000 after purchasing an additional 538 shares during the last quarter. Finally, Yeomans Consulting Group Inc. increased its position in shares of Dimensional US Small Cap Value ETF by 0.3% during the third quarter. Yeomans Consulting Group Inc. now owns 207,687 shares of the company’s stock worth $6,397,000 after purchasing an additional 580 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Down 0.2 %

Shares of DFSV opened at $31.82 on Wednesday. Dimensional US Small Cap Value ETF has a 12 month low of $27.51 and a 12 month high of $34.23. The stock has a fifty day moving average price of $31.84 and a 200-day moving average price of $31.03. The firm has a market cap of $3.17 billion, a PE ratio of 8.86 and a beta of 1.13.

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.