EverSource Wealth Advisors LLC Buys 20,317 Shares of Dimensional US Small Cap Value ETF $DFSV

EverSource Wealth Advisors LLC lifted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.5% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 124,378 shares of the company’s stock after purchasing an additional 20,317 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $4,358,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. BDFS Capital LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $841,000. Wealth Advisors Northwest LLC grew its stake in Dimensional US Small Cap Value ETF by 4.5% in the 4th quarter. Wealth Advisors Northwest LLC now owns 524,670 shares of the company’s stock worth $17,256,000 after acquiring an additional 22,426 shares in the last quarter. Rather & Kittrell Inc. increased its position in shares of Dimensional US Small Cap Value ETF by 5.2% during the fourth quarter. Rather & Kittrell Inc. now owns 681,209 shares of the company’s stock worth $22,405,000 after acquiring an additional 33,608 shares during the period. Apella Capital LLC increased its position in shares of Dimensional US Small Cap Value ETF by 101.5% during the fourth quarter. Apella Capital LLC now owns 49,868 shares of the company’s stock worth $1,640,000 after acquiring an additional 25,121 shares during the period. Finally, Sensenig Capital Advisors Inc bought a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter valued at approximately $656,000.

Dimensional US Small Cap Value ETF Stock Performance

Dimensional US Small Cap Value ETF stock opened at $39.68 on Thursday. The company has a market capitalization of $8.20 billion, a PE ratio of 11.87 and a beta of 1.03. The company has a 50 day moving average price of $38.53 and a 200-day moving average price of $36.85. Dimensional US Small Cap Value ETF has a fifty-two week low of $28.86 and a fifty-two week high of $40.12.

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.