Curio Wealth LLC Takes $1.09 Million Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Curio Wealth LLC acquired a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, Holdings Channel reports. The fund acquired 35,435 shares of the company’s stock, valued at approximately $1,091,000. Dimensional US Small Cap Value ETF makes up approximately 0.6% of Curio Wealth LLC’s investment portfolio, making the stock its 28th biggest position.

A number of other hedge funds also recently bought and sold shares of the stock. Hantz Financial Services Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 696.1% in the 4th quarter. Hantz Financial Services Inc. now owns 1,011 shares of the company’s stock worth $31,000 after acquiring an additional 884 shares in the last quarter. Aptus Capital Advisors LLC grew its stake in Dimensional US Small Cap Value ETF by 687.8% in the third quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock valued at $89,000 after purchasing an additional 2,531 shares during the last quarter. Morton Brown Family Wealth LLC bought a new position in Dimensional US Small Cap Value ETF in the fourth quarter worth about $140,000. UMB Bank n.a. purchased a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter valued at about $178,000. Finally, Acropolis Investment Management LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 3rd quarter valued at about $188,000.

Dimensional US Small Cap Value ETF Stock Up 2.5 %

NYSEARCA DFSV opened at $28.24 on Monday. Dimensional US Small Cap Value ETF has a 52 week low of $27.43 and a 52 week high of $34.23. The company has a 50 day moving average price of $30.66 and a 200 day moving average price of $31.05. The firm has a market cap of $4.02 billion, a PE ratio of 12.84 and a beta of 1.15.

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.