Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Integris Wealth Management LLC

Integris Wealth Management LLC boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 608,200 shares of the company’s stock after purchasing an additional 33,254 shares during the quarter. Dimensional US Small Cap Value ETF makes up 4.6% of Integris Wealth Management LLC’s portfolio, making the stock its 7th biggest holding. Integris Wealth Management LLC owned 0.33% of Dimensional US Small Cap Value ETF worth $20,004,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Voisard Asset Management Group Inc. boosted its position in shares of Dimensional US Small Cap Value ETF by 24.6% in the 4th quarter. Voisard Asset Management Group Inc. now owns 13,361 shares of the company’s stock worth $439,000 after buying an additional 2,640 shares in the last quarter. Austin Private Wealth LLC increased its holdings in Dimensional US Small Cap Value ETF by 3.1% during the 4th quarter. Austin Private Wealth LLC now owns 100,353 shares of the company’s stock valued at $3,301,000 after acquiring an additional 3,020 shares in the last quarter. HBE Wealth Management LLC purchased a new position in Dimensional US Small Cap Value ETF during the 4th quarter valued at about $1,089,000. Pine Harbor Wealth Management LLC raised its position in Dimensional US Small Cap Value ETF by 12.9% during the fourth quarter. Pine Harbor Wealth Management LLC now owns 27,332 shares of the company’s stock worth $899,000 after acquiring an additional 3,118 shares during the last quarter. Finally, Signaturefd LLC acquired a new position in Dimensional US Small Cap Value ETF during the fourth quarter worth about $236,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA DFSV opened at $35.21 on Monday. The firm’s 50-day moving average is $35.60 and its two-hundred day moving average is $33.66. The company has a market capitalization of $6.85 billion, a PE ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $37.64.

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.