United Wealth Management LLC Buys New Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

United Wealth Management LLC bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 707,797 shares of the company’s stock, valued at approximately $21,786,000. Dimensional US Small Cap Value ETF comprises about 7.3% of United Wealth Management LLC’s holdings, making the stock its 5th largest position.

A number of other large investors have also recently bought and sold shares of the company. Investmark Advisory Group LLC boosted its position 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 buying an additional 354 shares during the last quarter. CarsonAllaria Wealth Management Ltd. lifted its holdings in Dimensional US Small Cap Value ETF by 2.5% in the fourth quarter. CarsonAllaria Wealth Management Ltd. now owns 20,131 shares of the company’s stock valued at $620,000 after acquiring an additional 499 shares during the period. Tcfg Wealth Management LLC lifted its holdings in Dimensional US Small Cap Value ETF by 1.8% in the fourth quarter. Tcfg Wealth Management LLC now owns 29,382 shares of the company’s stock valued at $904,000 after acquiring an additional 519 shares during the period. SNS Financial Group LLC lifted its holdings in Dimensional US Small Cap Value ETF by 0.7% in the fourth quarter. SNS Financial Group LLC now owns 79,164 shares of the company’s stock valued at $2,437,000 after acquiring an additional 548 shares during the period. Finally, Schubert & Co lifted its holdings in Dimensional US Small Cap Value ETF by 1.5% in the fourth quarter. Schubert & Co now owns 45,793 shares of the company’s stock valued at $1,410,000 after acquiring an additional 695 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 2.5 %

Shares of NYSEARCA:DFSV opened at $28.24 on Friday. Dimensional US Small Cap Value ETF has a 12-month low of $27.43 and a 12-month high of $34.23. The company has a market capitalization of $4.02 billion, a PE ratio of 12.84 and a beta of 1.15. The business has a 50 day moving average of $30.66 and a two-hundred day moving average of $31.05.

About Dimensional US Small Cap Value ETF

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.