JMG Financial Group Ltd. Has $160.24 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

JMG Financial Group Ltd. raised its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,202,502 shares of the company’s stock after buying an additional 295,075 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 5.5% of JMG Financial Group Ltd.’s investment portfolio, making the stock its 5th largest position. JMG Financial Group Ltd. owned about 5.22% of Dimensional US Small Cap Value ETF worth $160,237,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Aviance Capital Partners LLC lifted its position in Dimensional US Small Cap Value ETF by 1.7% in the first 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 during the period. Corrigan Financial Inc. raised its position in Dimensional US Small Cap Value ETF by 17.5% in the third quarter. Corrigan Financial Inc. now owns 119,008 shares of the company’s stock worth $3,665,000 after purchasing an additional 17,701 shares in the last quarter. Seaside Wealth Management Inc. lifted its stake in Dimensional US Small Cap Value ETF by 1.8% during the first quarter. Seaside Wealth Management Inc. now owns 667,071 shares of the company’s stock worth $20,079,000 after purchasing an additional 11,662 shares during the period. Strategic Investment Solutions Inc. IL acquired a new stake in Dimensional US Small Cap Value ETF during the second quarter valued at approximately $7,018,000. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in Dimensional US Small Cap Value ETF by 9.7% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 397,541 shares of the company’s stock valued at $11,966,000 after purchasing an additional 35,232 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Down 0.5 %

Shares of DFSV opened at $30.46 on Thursday. The stock has a market cap of $3.04 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. The stock has a 50 day simple moving average of $30.33 and a 200-day simple moving average of $29.63.

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.