Elevate Wealth Advisory Inc. Raises Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Elevate Wealth Advisory Inc. raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 18.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,889 shares of the company’s stock after acquiring an additional 1,548 shares during the period. Elevate Wealth Advisory Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $304,000 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. boosted its holdings in Dimensional US Small Cap Value ETF by 696.1% in the fourth quarter. Hantz Financial Services Inc. now owns 1,011 shares of the company’s stock worth $31,000 after purchasing an additional 884 shares during the last quarter. VSM Wealth Advisory LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter valued at about $83,000. Morton Brown Family Wealth LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter worth approximately $140,000. UMB Bank n.a. purchased a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter worth approximately $178,000. Finally, Acropolis Investment Management LLC bought a new stake in Dimensional US Small Cap Value ETF during the third quarter valued at approximately $188,000.

Dimensional US Small Cap Value ETF Trading Up 1.2 %

DFSV opened at $28.82 on Thursday. The firm’s 50 day simple moving average is $30.53 and its two-hundred day simple moving average is $31.00. The company has a market capitalization of $4.19 billion, a PE ratio of 12.74 and a beta of 1.15. Dimensional US Small Cap Value ETF has a 1-year low of $27.43 and a 1-year 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.