SC&H Financial Advisors Inc. Has $1.79 Million Stock Position in Dimensional US Small Cap Value ETF $DFSV

SC&H Financial Advisors Inc. lowered its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 39.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,479 shares of the company’s stock after selling 36,147 shares during the quarter. SC&H Financial Advisors Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $1,792,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of DFSV. DecisionPoint Financial LLC boosted its holdings in 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 valued at $52,000 after purchasing an additional 827 shares during the period. Oakworth Capital Inc. bought a new position in shares of Dimensional US Small Cap Value ETF during the 3rd quarter worth about $56,000. AE Wealth Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 69.9% during the 3rd quarter. AE Wealth Management LLC now owns 5,842 shares of the company’s stock worth $186,000 after purchasing an additional 2,404 shares during the period. EverSource Wealth Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the second quarter valued at about $180,000. Finally, Hurley Capital LLC raised its position in shares of Dimensional US Small Cap Value ETF by 14.3% during the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after buying an additional 777 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $35.21 on Monday. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $37.64. The stock has a market cap of $6.85 billion, a PE ratio of 11.87 and a beta of 1.13. The firm has a 50-day simple moving average of $35.60 and a 200 day simple moving average of $33.66.

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.