Wealthspire Advisors LLC Acquires New Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Wealthspire Advisors LLC bought a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 19,047 shares of the company’s stock, valued at approximately $586,000.

Several other large investors have also recently bought and sold shares of the company. Savant Capital LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 22.6% in the fourth quarter. Savant Capital LLC now owns 8,053,126 shares of the company’s stock worth $247,875,000 after purchasing an additional 1,483,483 shares during the period. JMG Financial Group Ltd. grew its position in Dimensional US Small Cap Value ETF by 4.5% during the fourth quarter. JMG Financial Group Ltd. now owns 5,438,365 shares of the company’s stock worth $167,393,000 after buying an additional 235,863 shares in the last quarter. Mather Group LLC. increased its stake in Dimensional US Small Cap Value ETF by 40.6% in the 4th quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock worth $128,502,000 after acquiring an additional 1,204,884 shares during the last quarter. Pathstone Holdings LLC raised its holdings in shares of Dimensional US Small Cap Value ETF by 159.2% in the 3rd quarter. Pathstone Holdings LLC now owns 2,694,212 shares of the company’s stock valued at $82,978,000 after acquiring an additional 1,654,905 shares in the last quarter. Finally, Ritholtz Wealth Management raised its holdings in shares of Dimensional US Small Cap Value ETF by 3.9% in the 4th quarter. Ritholtz Wealth Management now owns 2,109,077 shares of the company’s stock valued at $64,917,000 after acquiring an additional 78,559 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA DFSV opened at $30.25 on Wednesday. The business has a 50-day moving average of $31.16 and a 200-day moving average of $31.16. The firm has a market capitalization of $3.02 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12 month low of $27.75 and a 12 month high of $34.23.

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.