McLean Asset Management Corp Boosts Stake in Dimensional US Small Cap Value ETF $DFSV

McLean Asset Management Corp raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 92.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 201,538 shares of the company’s stock after buying an additional 96,646 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 1.3% of McLean Asset Management Corp’s investment portfolio, making the stock its 19th biggest position. McLean Asset Management Corp owned about 0.11% of Dimensional US Small Cap Value ETF worth $7,007,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of the stock. DecisionPoint Financial LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 104.7% in the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after acquiring an additional 827 shares in the last quarter. Oakworth Capital Inc. purchased a new stake in Dimensional US Small Cap Value ETF during the 3rd quarter worth about $56,000. EverSource Wealth Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF during the 2nd quarter worth about $180,000. Hurley Capital LLC raised its stake in Dimensional US Small Cap Value ETF by 14.3% in the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after purchasing an additional 777 shares during the last quarter. Finally, AE Wealth Management LLC lifted its holdings in Dimensional US Small Cap Value ETF by 69.9% in the 3rd quarter. AE Wealth Management LLC now owns 5,842 shares of the company’s stock valued at $186,000 after purchasing an additional 2,404 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Dimensional US Small Cap Value ETF stock opened at $35.11 on Thursday. The stock has a market capitalization of $6.81 billion, a P/E ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $37.64. The firm’s 50-day moving average is $35.60 and its two-hundred day moving average is $33.61.

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.