EP Wealth Advisors LLC Decreases Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

EP Wealth Advisors LLC reduced its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 8.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,151,513 shares of the company’s stock after selling 188,945 shares during the period. EP Wealth Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $66,224,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently modified their holdings of the company. Savant Capital LLC increased its holdings in Dimensional US Small Cap Value ETF by 22.6% in the 4th quarter. Savant Capital LLC now owns 8,053,126 shares of the company’s stock worth $247,875,000 after acquiring an additional 1,483,483 shares in the last quarter. JMG Financial Group Ltd. raised its position in shares of Dimensional US Small Cap Value ETF by 4.5% during the 4th quarter. JMG Financial Group Ltd. now owns 5,438,365 shares of the company’s stock valued at $167,393,000 after purchasing an additional 235,863 shares during the period. Mather Group LLC. lifted its stake 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 valued at $128,502,000 after buying an additional 1,204,884 shares in the last quarter. Corient Private Wealth LLC lifted its stake in shares of 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 buying an additional 545,416 shares in the last quarter. Finally, Modera Wealth Management LLC increased its stake in Dimensional US Small Cap Value ETF by 12.4% in the 4th 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 in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.7 %

Shares of Dimensional US Small Cap Value ETF stock opened at $27.07 on Wednesday. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $34.23. The stock’s 50-day simple moving average is $27.21 and its 200-day simple moving average is $30.09. The company has a market capitalization of $4.19 billion, a price-to-earnings ratio of 11.50 and a beta of 1.14.

About Dimensional US Small Cap Value ETF

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.