Evanson Asset Management LLC Raises Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Evanson Asset Management LLC grew its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 9.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 886,385 shares of the company’s stock after acquiring an additional 80,084 shares during the quarter. Dimensional US Small Cap Value ETF accounts for approximately 1.9% of Evanson Asset Management LLC’s portfolio, making the stock its 14th largest holding. Evanson Asset Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $27,283,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Aptus Capital Advisors LLC boosted its position 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 worth $89,000 after purchasing an additional 2,531 shares during the last quarter. Acropolis Investment Management LLC purchased a new stake in Dimensional US Small Cap Value ETF during the third quarter worth about $188,000. Acorn Wealth Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the 3rd quarter valued at approximately $206,000. Rockbridge Investment Management LCC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter worth approximately $208,000. Finally, Sanctuary Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 3rd quarter worth approximately $226,000.

Dimensional US Small Cap Value ETF Trading Up 0.5 %

Shares of NYSEARCA DFSV opened at $31.70 on Monday. The stock has a fifty day simple moving average of $31.94 and a two-hundred day simple moving average of $30.88. Dimensional US Small Cap Value ETF has a 1-year low of $27.42 and a 1-year high of $34.23. The firm has a market cap of $3.16 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13.

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.