Perigon Wealth Management LLC Has $11.70 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Perigon Wealth Management LLC raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 17.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 370,907 shares of the company’s stock after buying an additional 54,845 shares during the period. Perigon Wealth Management LLC owned about 0.37% of Dimensional US Small Cap Value ETF worth $11,702,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Mattern Wealth Management LLC raised its holdings in shares of Dimensional US Small Cap Value ETF by 17.4% during the fourth quarter. Mattern Wealth Management LLC now owns 69,275 shares of the company’s stock worth $2,132,000 after acquiring an additional 10,280 shares in the last quarter. Level Financial Advisors increased its position in Dimensional US Small Cap Value ETF by 14.6% in the 4th quarter. Level Financial Advisors now owns 81,292 shares of the company’s stock worth $2,502,000 after purchasing an additional 10,370 shares during the last quarter. Two West Capital Advisors LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 12.6% during the 4th quarter. Two West Capital Advisors LLC now owns 76,879 shares of the company’s stock worth $2,366,000 after purchasing an additional 8,576 shares in the last quarter. Blue Trust Inc. lifted its holdings in shares of Dimensional US Small Cap Value ETF by 33.0% during the 4th quarter. Blue Trust Inc. now owns 74,691 shares of the company’s stock valued at $2,300,000 after buying an additional 18,529 shares during the last quarter. Finally, Kingswood Wealth Advisors LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 250.6% in the 4th quarter. Kingswood Wealth Advisors LLC now owns 70,138 shares of the company’s stock valued at $2,159,000 after buying an additional 50,133 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $31.87 on Tuesday. The firm has a market cap of $3.18 billion, a PE ratio of 8.86 and a beta of 1.13. The firm’s 50 day moving average price is $31.85 and its 200 day moving average price is $31.01. Dimensional US Small Cap Value ETF has a twelve month low of $27.51 and a twelve month high of $34.23.

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.