MB Generational Wealth LLC Has $491,000 Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

MB Generational Wealth LLC decreased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.8% during the 4th quarter, Holdings Channel reports. The firm owned 15,942 shares of the company’s stock after selling 1,157 shares during the period. MB Generational Wealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $491,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Hantz Financial Services Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 696.1% during the 4th quarter. Hantz Financial Services Inc. now owns 1,011 shares of the company’s stock worth $31,000 after acquiring an additional 884 shares during the last quarter. Aptus Capital Advisors LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 687.8% during the 3rd quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock worth $89,000 after acquiring an additional 2,531 shares during the last quarter. Morton Brown Family Wealth LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth approximately $140,000. UMB Bank n.a. acquired a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth approximately $178,000. Finally, Acropolis Investment Management LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the 3rd quarter worth approximately $188,000.

Dimensional US Small Cap Value ETF Trading Down 2.4 %

DFSV stock opened at $30.34 on Friday. The firm has a market capitalization of $3.02 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 $27.75 and a 1-year high of $34.23. The business’s 50 day simple moving average is $31.24 and its 200 day simple moving average is $31.12.

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.