Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Keyvantage Wealth LLC

Keyvantage Wealth LLC grew its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.7% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 170,603 shares of the company’s stock after buying an additional 12,235 shares during the period. Dimensional US Small Cap Value ETF accounts for 2.3% of Keyvantage Wealth LLC’s investment portfolio, making the stock its 15th biggest position. Keyvantage Wealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $5,021,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Wealthfront Advisers LLC increased its position in Dimensional US Small Cap Value ETF by 1.1% during the 1st quarter. Wealthfront Advisers LLC now owns 73,262 shares of the company’s stock worth $2,062,000 after purchasing an additional 803 shares in the last quarter. Gradient Capital Advisors LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 21.3% during the 1st quarter. Gradient Capital Advisors LLC now owns 139,133 shares of the company’s stock worth $3,917,000 after purchasing an additional 24,442 shares during the last quarter. Yeomans Consulting Group Inc. boosted its stake in shares of Dimensional US Small Cap Value ETF by 6.9% during the 1st quarter. Yeomans Consulting Group Inc. now owns 263,991 shares of the company’s stock worth $7,431,000 after purchasing an additional 17,037 shares during the last quarter. JMG Financial Group Ltd. grew its holdings in shares of Dimensional US Small Cap Value ETF by 7.0% during the first quarter. JMG Financial Group Ltd. now owns 5,816,865 shares of the company’s stock worth $163,745,000 after buying an additional 378,500 shares in the last quarter. Finally, Nwam LLC acquired a new position in shares of Dimensional US Small Cap Value ETF in the first quarter valued at approximately $380,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $31.40 on Friday. Dimensional US Small Cap Value ETF has a 1 year low of $23.80 and a 1 year high of $34.23. The company’s 50 day simple moving average is $31.82 and its 200 day simple moving average is $30.46. The company has a market capitalization of $5.43 billion, a price-to-earnings ratio of 11.87 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.