35,435 Shares in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Bought by Curio Wealth LLC

Curio Wealth LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 35,435 shares of the company’s stock, valued at approximately $1,091,000. Dimensional US Small Cap Value ETF accounts for approximately 0.6% of Curio Wealth LLC’s portfolio, making the stock its 28th largest holding.

Several other hedge funds and other institutional investors also recently made changes to their positions in DFSV. Savant Capital LLC grew its position in Dimensional US Small Cap Value ETF by 22.6% in the fourth quarter. Savant Capital LLC now owns 8,053,126 shares of the company’s stock valued at $247,875,000 after acquiring an additional 1,483,483 shares during the period. JMG Financial Group Ltd. grew its holdings in shares of Dimensional US Small Cap Value ETF by 4.5% in the 4th quarter. JMG Financial Group Ltd. now owns 5,438,365 shares of the company’s stock worth $167,393,000 after purchasing an additional 235,863 shares during the last quarter. Mather Group LLC. increased its position in shares of Dimensional US Small Cap Value ETF by 40.6% during the 4th quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock worth $128,502,000 after purchasing an additional 1,204,884 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in Dimensional US Small Cap Value ETF by 15.9% during the 4th quarter. Corient Private Wealth LLC now owns 3,975,533 shares of the company’s stock valued at $122,323,000 after purchasing an additional 545,416 shares during the last quarter. Finally, Modera Wealth Management LLC grew its stake in Dimensional US Small Cap Value ETF by 12.4% during the fourth quarter. Modera Wealth Management LLC now owns 2,883,089 shares of the company’s stock worth $88,741,000 after buying an additional 317,240 shares during the last quarter.

Dimensional US Small Cap Value ETF Trading Up 2.5 %

NYSEARCA:DFSV opened at $28.24 on Monday. The stock has a market capitalization of $4.02 billion, a P/E ratio of 12.84 and a beta of 1.15. Dimensional US Small Cap Value ETF has a 1 year low of $27.43 and a 1 year high of $34.23. The firm has a 50 day moving average of $30.66 and a 200-day moving average of $31.05.

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.