Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Modera Wealth Management LLC

Modera Wealth Management LLC increased its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 2,660,446 shares of the company’s stock after buying an additional 121,026 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 1.0% of Modera Wealth Management LLC’s holdings, making the stock its 24th biggest position. Modera Wealth Management LLC owned 1.45% of Dimensional US Small Cap Value ETF worth $87,502,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Sound Income Strategies LLC acquired a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at about $44,000. DecisionPoint Financial LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 104.7% in the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after acquiring an additional 827 shares during the period. Oakworth Capital Inc. acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 3rd quarter worth approximately $56,000. AE Wealth Management LLC lifted its stake in shares of 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 worth $186,000 after acquiring an additional 2,404 shares during the period. Finally, EverSource Wealth Advisors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter worth approximately $180,000.

Dimensional US Small Cap Value ETF Trading Up 0.7%

Shares of NYSEARCA:DFSV opened at $35.45 on Tuesday. The company has a 50 day moving average of $35.60 and a 200-day moving average of $33.68. The firm has a market cap of $6.90 billion, a P/E ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $37.64.

About Dimensional US Small Cap Value ETF

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.