Exencial Wealth Advisors LLC Purchases 98,946 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Exencial Wealth Advisors LLC raised its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 10.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,077,665 shares of the company’s stock after buying an additional 98,946 shares during the quarter. Dimensional US Small Cap Value ETF accounts for 1.2% of Exencial Wealth Advisors LLC’s holdings, making the stock its 14th biggest holding. Exencial Wealth Advisors LLC owned 1.08% of Dimensional US Small Cap Value ETF worth $33,171,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in DFSV. Pathstone Holdings LLC raised its position in shares of Dimensional US Small Cap Value ETF by 159.2% in the third quarter. Pathstone Holdings LLC now owns 2,694,212 shares of the company’s stock valued at $82,978,000 after buying an additional 1,654,905 shares in the last quarter. Savant Capital LLC raised its holdings in Dimensional US Small Cap Value ETF by 22.6% in the 4th quarter. Savant Capital LLC now owns 8,053,126 shares of the company’s stock valued at $247,875,000 after acquiring an additional 1,483,483 shares in the last quarter. Mather Group LLC. raised its holdings 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 valued at $128,502,000 after acquiring an additional 1,204,884 shares in the last quarter. Wealth Advisors Northwest LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter valued at $10,959,000. Finally, Root Financial Partners LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 30.1% during the 4th quarter. Root Financial Partners LLC now owns 1,474,428 shares of the company’s stock worth $45,383,000 after purchasing an additional 340,729 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 2.6 %

DFSV stock opened at $29.27 on Tuesday. Dimensional US Small Cap Value ETF has a 52 week low of $27.75 and a 52 week high of $34.23. The business has a 50-day simple moving average of $31.11 and a 200 day simple moving average of $31.17. The company has a market cap of $4.17 billion, a PE ratio of 12.84 and a beta of 1.15.

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.