Waterford Advisors LLC Purchases Shares of 279,065 Dimensional US Small Cap Value ETF $DFSV

Waterford Advisors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, Holdings Channel.com reports. The fund acquired 279,065 shares of the company’s stock, valued at approximately $10,063,000. Dimensional US Small Cap Value ETF accounts for about 3.9% of Waterford Advisors LLC’s portfolio, making the stock its 8th largest position.

Several other hedge funds and other institutional investors have also made changes to their positions in DFSV. Savant Capital LLC grew its holdings in Dimensional US Small Cap Value ETF by 20.0% during the 4th quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock valued at $528,976,000 after buying an additional 2,682,169 shares in the last quarter. EP Wealth Advisors LLC purchased a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter valued at $50,585,000. Coldstream Capital Management Inc. increased its position in Dimensional US Small Cap Value ETF by 70.2% in the third quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock worth $71,956,000 after purchasing an additional 932,459 shares during the last quarter. Corient Private Wealth LLC increased its position in Dimensional US Small Cap Value ETF by 16.1% in the fourth quarter. Corient Private Wealth LLC now owns 5,972,968 shares of the company’s stock worth $196,454,000 after purchasing an additional 829,789 shares during the last quarter. Finally, Focus Partners Wealth increased its position in Dimensional US Small Cap Value ETF by 20.3% in the fourth quarter. Focus Partners Wealth now owns 4,310,926 shares of the company’s stock worth $141,786,000 after purchasing an additional 728,129 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Up 0.8%

Dimensional US Small Cap Value ETF stock opened at $38.14 on Friday. Dimensional US Small Cap Value ETF has a 52-week low of $28.53 and a 52-week high of $39.33. The firm’s fifty day moving average is $37.38 and its 200 day moving average is $35.71. The company has a market cap of $7.59 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04.

Dimensional US Small Cap Value ETF Company 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.