Krilogy Financial LLC Increases Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Krilogy Financial LLC lifted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 430,743 shares of the company’s stock after purchasing an additional 28,085 shares during the quarter. Krilogy Financial LLC owned about 0.43% of Dimensional US Small Cap Value ETF worth $13,258,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of the stock. Aptus Capital Advisors LLC raised its position in Dimensional US Small Cap Value ETF by 687.8% in the 3rd quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock worth $89,000 after purchasing an additional 2,531 shares during the period. Acropolis Investment Management LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the third quarter valued at $188,000. Acorn Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the third quarter valued at $206,000. Rockbridge Investment Management LCC bought a new position in shares of Dimensional US Small Cap Value ETF in the third quarter worth about $208,000. Finally, Sanctuary Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 3rd quarter valued at about $226,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA:DFSV opened at $31.70 on Friday. The firm’s 50 day simple moving average is $31.94 and its 200-day simple moving average is $30.86. Dimensional US Small Cap Value ETF has a one year low of $27.42 and a one year high of $34.23. The firm has a market cap of $3.16 billion, a PE ratio of 8.86 and a beta of 1.13.

About Dimensional US Small Cap Value ETF

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.