Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 14.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,617,452 shares of the company’s stock after buying an additional 204,821 shares during the quarter. Dimensional US Small Cap Value ETF accounts for approximately 1.7% of Exencial Wealth Advisors LLC’s holdings, making the stock its 8th largest holding. Exencial Wealth Advisors LLC owned about 0.94% of Dimensional US Small Cap Value ETF worth $51,500,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of DFSV. Savant Capital LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 25.5% during the second quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock valued at $346,468,000 after purchasing an additional 2,393,673 shares during the period. Mather Group LLC. grew its holdings in Dimensional US Small Cap Value ETF by 0.7% during the 3rd quarter. Mather Group LLC. now owns 6,510,973 shares of the company’s stock valued at $207,309,000 after purchasing an additional 48,244 shares in the last quarter. Corient Private Wealth LLC increased its stake in Dimensional US Small Cap Value ETF by 15.3% during the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock worth $171,177,000 after buying an additional 770,497 shares during the period. Cerity Partners LLC increased its stake in Dimensional US Small Cap Value ETF by 13.9% during the 3rd quarter. Cerity Partners LLC now owns 3,458,191 shares of the company’s stock worth $110,109,000 after buying an additional 422,917 shares during the period. Finally, Ritholtz Wealth Management lifted its holdings in Dimensional US Small Cap Value ETF by 31.0% in the 2nd quarter. Ritholtz Wealth Management now owns 3,210,827 shares of the company’s stock worth $94,495,000 after buying an additional 758,884 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $34.51 on Wednesday. The business has a 50-day moving average of $32.77 and a 200-day moving average of $31.85. The company has a market capitalization of $6.29 billion, a PE ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $34.75.

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.