Schubert & Co Has $1.39 Million Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Schubert & Co lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 10.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,098 shares of the company’s stock after purchasing an additional 4,293 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 1.0% of Schubert & Co’s portfolio, making the stock its 11th largest position. Schubert & Co’s holdings in Dimensional US Small Cap Value ETF were worth $1,389,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. ProVise Management Group LLC bought a new position in Dimensional US Small Cap Value ETF in the first quarter valued at about $201,000. Galvin Gaustad & Stein LLC bought a new position in Dimensional US Small Cap Value ETF in the 2nd quarter valued at approximately $202,000. Apella Capital LLC acquired a new stake in Dimensional US Small Cap Value ETF during the 2nd quarter worth approximately $208,000. Hartline Investment Corp bought a new stake in Dimensional US Small Cap Value ETF during the 1st quarter worth approximately $213,000. Finally, Aspire Private Capital LLC increased its position in Dimensional US Small Cap Value ETF by 8.0% in 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 during the period.

Dimensional US Small Cap Value ETF Stock Down 0.5 %

Shares of DFSV stock traded down $0.16 during trading hours on Friday, hitting $31.32. 377,044 shares of the company’s stock traded hands, compared to its average volume of 494,313. The stock’s 50 day simple moving average is $30.24 and its 200 day simple moving average is $29.61. The stock has a market cap of $3.12 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12 month low of $23.54 and a 12 month 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.