Capstone Wealth Management Inc. Acquires New Stake in Dimensional US Small Cap Value ETF $DFSV

by · The Cerbat Gem

Capstone Wealth Management Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 13,669 shares of the company’s stock, valued at approximately $450,000. Dimensional US Small Cap Value ETF makes up 0.4% of Capstone Wealth Management Inc.’s investment portfolio, making the stock its 29th biggest holding.

Several other institutional investors have also recently added to or reduced their stakes in the company. GeoWealth Management LLC lifted its holdings in Dimensional US Small Cap Value ETF by 1.9% in the 4th quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock valued at $504,000 after purchasing an additional 284 shares in the last quarter. Lutz Financial Services LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 2.5% during the 4th quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock worth $398,000 after purchasing an additional 293 shares during the last quarter. Valued Wealth Advisors LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 1.3% during the fourth quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock worth $775,000 after buying an additional 307 shares in the last quarter. Ruedi Wealth Management Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 0.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after buying an additional 321 shares during the last quarter. Finally, Verisail Partners LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 2.1% during the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock valued at $541,000 after buying an additional 338 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA DFSV opened at $38.14 on Friday. The firm has a market cap of $7.59 billion, a P/E ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a 1 year low of $28.53 and a 1 year high of $39.33. The firm’s 50 day moving average price is $37.38 and its 200 day moving average price is $35.71.

Dimensional US Small Cap Value ETF Company Profile

(Free Report)

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.

See Also

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