Northwest Wealth Management LLC Has $1.21 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Northwest Wealth Management LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 35.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 42,049 shares of the company’s stock after buying an additional 10,967 shares during the period. Northwest Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,210,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Jones Financial Companies Lllp grew its stake in Dimensional US Small Cap Value ETF by 137.6% during the 4th quarter. Jones Financial Companies Lllp now owns 4,649 shares of the company’s stock valued at $135,000 after acquiring an additional 2,692 shares in the last quarter. Spire Wealth Management grew its position in Dimensional US Small Cap Value ETF by 156.1% during the fourth quarter. Spire Wealth Management now owns 6,199 shares of the company’s stock valued at $174,000 after purchasing an additional 3,778 shares in the last quarter. ProVise Management Group LLC purchased a new position in Dimensional US Small Cap Value ETF during the first quarter valued at approximately $201,000. Galvin Gaustad & Stein LLC acquired a new position in Dimensional US Small Cap Value ETF in the 2nd quarter valued at approximately $202,000. Finally, Apella Capital LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 2nd quarter worth approximately $208,000.

Dimensional US Small Cap Value ETF Stock Down 1.8 %

Shares of NYSEARCA:DFSV opened at $29.18 on Friday. The firm has a fifty day moving average of $29.92 and a two-hundred day moving average of $29.30. Dimensional US Small Cap Value ETF has a 12-month low of $23.54 and a 12-month high of $32.29. The firm has a market capitalization of $2.91 billion, a P/E 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.