Focus Partners Wealth Has $114.31 Million Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Focus Partners Wealth lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 13.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,582,797 shares of the company’s stock after buying an additional 424,038 shares during the quarter. Focus Partners Wealth’s holdings in Dimensional US Small Cap Value ETF were worth $114,313,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Disciplined Investors L.L.C. boosted its position in Dimensional US Small Cap Value ETF by 0.9% during the third quarter. Disciplined Investors L.L.C. now owns 117,872 shares of the company’s stock valued at $3,753,000 after acquiring an additional 1,011 shares during the last quarter. Bank of America Corp DE grew its position in shares of Dimensional US Small Cap Value ETF by 3.9% during the 3rd quarter. Bank of America Corp DE now owns 1,457,899 shares of the company’s stock worth $46,420,000 after buying an additional 54,869 shares during the period. Argyle Capital Partners LLC grew its position in shares of Dimensional US Small Cap Value ETF by 23.3% during the 3rd quarter. Argyle Capital Partners LLC now owns 11,085 shares of the company’s stock worth $353,000 after buying an additional 2,098 shares during the period. Creative Planning increased its stake in shares of Dimensional US Small Cap Value ETF by 42.3% in the 3rd quarter. Creative Planning now owns 1,981,127 shares of the company’s stock valued at $63,079,000 after acquiring an additional 588,635 shares in the last quarter. Finally, Ancora Advisors LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 1.4% in the 3rd quarter. Ancora Advisors LLC now owns 173,196 shares of the company’s stock valued at $5,515,000 after acquiring an additional 2,368 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $34.05 on Monday. The firm has a market capitalization of $6.39 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. The business has a 50-day simple moving average of $35.61 and a 200 day simple moving average of $33.42. Dimensional US Small Cap Value ETF has a one year low of $23.80 and a one year high of $37.64.

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.