Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Stake Raised by GeoWealth Management LLC

GeoWealth Management LLC boosted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 60.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 36,421 shares of the company’s stock after acquiring an additional 13,680 shares during the quarter. GeoWealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,121,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in DFSV. Arista Wealth Management LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 3.4% during the fourth quarter. Arista Wealth Management LLC now owns 1,710,771 shares of the company’s stock valued at $52,658,000 after acquiring an additional 56,380 shares during the period. Tobias Financial Advisors Inc. lifted its holdings in shares of Dimensional US Small Cap Value ETF by 6.3% in the fourth quarter. Tobias Financial Advisors Inc. now owns 295,916 shares of the company’s stock valued at $9,108,000 after buying an additional 17,547 shares during the period. Strategic Investment Solutions Inc. IL boosted its stake in Dimensional US Small Cap Value ETF by 18.1% during the fourth quarter. Strategic Investment Solutions Inc. IL now owns 272,002 shares of the company’s stock valued at $8,123,000 after buying an additional 41,595 shares in the last quarter. Cravens & Co Advisors LLC grew its holdings in Dimensional US Small Cap Value ETF by 0.9% during the fourth quarter. Cravens & Co Advisors LLC now owns 113,180 shares of the company’s stock worth $3,484,000 after acquiring an additional 1,000 shares during the period. Finally, NewEdge Advisors LLC raised its position in Dimensional US Small Cap Value ETF by 4.9% in the fourth quarter. NewEdge Advisors LLC now owns 1,013,030 shares of the company’s stock worth $31,181,000 after acquiring an additional 46,985 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV opened at $25.65 on Friday. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $34.23. The stock has a market capitalization of $3.82 billion, a P/E ratio of 11.69 and a beta of 1.14. The firm’s 50 day moving average is $28.23 and its 200-day moving average is $30.43.

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.