Golden Bell Financial Planning LLC Makes New Investment in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Golden Bell Financial Planning LLC acquired a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 14,087 shares of the company’s stock, valued at approximately $434,000. Dimensional US Small Cap Value ETF makes up approximately 0.4% of Golden Bell Financial Planning LLC’s investment portfolio, making the stock its 24th biggest position.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Hantz Financial Services Inc. increased its holdings in Dimensional US Small Cap Value ETF by 696.1% in the 4th quarter. Hantz Financial Services Inc. now owns 1,011 shares of the company’s stock valued at $31,000 after buying an additional 884 shares during the period. Aptus Capital Advisors LLC increased its holdings in Dimensional US Small Cap Value ETF by 687.8% in the 3rd quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock valued at $89,000 after buying an additional 2,531 shares during the period. Morton Brown Family Wealth LLC bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $140,000. UMB Bank n.a. bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $178,000. Finally, Acropolis Investment Management LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter valued at approximately $188,000.

Dimensional US Small Cap Value ETF Trading Down 2.4 %

Shares of Dimensional US Small Cap Value ETF stock opened at $30.34 on Friday. The firm has a market capitalization of $3.02 billion, a PE ratio of 8.86 and a beta of 1.13. The firm’s 50 day moving average is $31.24 and its 200 day moving average is $31.12. Dimensional US Small Cap Value ETF has a 1 year low of $27.75 and a 1 year high of $34.23.

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.