Dimensional US Small Cap Value ETF $DFSV Position Increased by Alpha Financial Advisors LLC

Alpha Financial Advisors LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 529,912 shares of the company’s stock after purchasing an additional 32,914 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 5.3% of Alpha Financial Advisors LLC’s holdings, making the stock its 8th largest position. Alpha Financial Advisors LLC owned about 0.29% of Dimensional US Small Cap Value ETF worth $17,429,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. DecisionPoint Financial LLC boosted its stake 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 buying an additional 827 shares in the last quarter. Oakworth Capital Inc. purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter worth $56,000. EverSource Wealth Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the 2nd quarter worth $180,000. Hurley Capital LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 14.3% during the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock worth $183,000 after purchasing an additional 777 shares during the period. Finally, AE Wealth Management LLC increased its holdings 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 valued at $186,000 after purchasing an additional 2,404 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $35.21 on Friday. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $37.64. The firm has a market capitalization of $6.85 billion, a P/E ratio of 11.87 and a beta of 1.13. The firm’s 50-day moving average is $35.60 and its two-hundred day moving average is $33.65.

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.