Essential Planning LLC. Has $31.86 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Essential Planning LLC. increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6,397.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,006,520 shares of the company’s stock after acquiring an additional 991,030 shares during the period. Essential Planning LLC. owned about 1.01% of Dimensional US Small Cap Value ETF worth $31,857,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Sanctuary Advisors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter worth approximately $226,000. JPMorgan Chase & Co. boosted its position in shares of Dimensional US Small Cap Value ETF by 5.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 283,598 shares of the company’s stock worth $8,735,000 after acquiring an additional 13,674 shares in the last quarter. Park Avenue Securities LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 262.1% during the 4th quarter. Park Avenue Securities LLC now owns 31,354 shares of the company’s stock worth $965,000 after acquiring an additional 22,696 shares in the last quarter. Merit Financial Group LLC bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at approximately $263,000. Finally, Investmark Advisory Group LLC lifted its stake in Dimensional US Small Cap Value ETF by 0.8% in the 3rd quarter. Investmark Advisory Group LLC now owns 46,357 shares of the company’s stock valued at $1,428,000 after purchasing an additional 354 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA:DFSV opened at $28.01 on Wednesday. The firm has a 50 day simple moving average of $30.83 and a 200 day simple moving average of $31.11. The company has a market cap of $3.99 billion, a price-to-earnings ratio of 12.84 and a beta of 1.15. Dimensional US Small Cap Value ETF has a one year low of $27.75 and a one 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.