Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Avant Financial Advisors LLC

Avant Financial Advisors LLC boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 326,860 shares of the company’s stock after purchasing an additional 15,464 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 7.8% of Avant Financial Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Avant Financial Advisors LLC owned about 0.19% of Dimensional US Small Cap Value ETF worth $10,407,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. AE Wealth Management LLC grew its stake in Dimensional US Small Cap Value ETF by 404.1% during the second quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after buying an additional 2,756 shares in the last quarter. EverSource Wealth Advisors LLC purchased a new position in Dimensional US Small Cap Value ETF during the second quarter worth about $180,000. Hurley Capital LLC grew its holdings 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 worth $183,000 after acquiring an additional 777 shares during the last quarter. Mills Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter worth approximately $200,000. Finally, Sutton Place Investors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter valued at about $204,000.

Dimensional US Small Cap Value ETF Stock Up 0.1%

Shares of NYSEARCA:DFSV opened at $35.08 on Wednesday. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $35.96. The firm has a fifty day simple moving average of $33.52 and a two-hundred day simple moving average of $32.16. The stock has a market capitalization of $6.47 billion, a P/E ratio of 11.87 and a beta of 1.13.

Dimensional US Small Cap Value ETF Company 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.