Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) is Advisory Services & Investments LLC’s 9th Largest Position

Advisory Services & Investments LLC boosted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 209,501 shares of the company’s stock after buying an additional 4,111 shares during the quarter. Dimensional US Small Cap Value ETF accounts for approximately 4.3% of Advisory Services & Investments LLC’s holdings, making the stock its 9th biggest position. Advisory Services & Investments LLC owned approximately 0.36% of Dimensional US Small Cap Value ETF worth $6,306,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Shearwater Capital LLC raised its position in Dimensional US Small Cap Value ETF by 2.8% in the 1st quarter. Shearwater Capital LLC now owns 16,254 shares of the company’s stock worth $489,000 after buying an additional 436 shares during the last quarter. Schubert & Co grew its stake in shares of Dimensional US Small Cap Value ETF by 1.3% during the 3rd quarter. Schubert & Co now owns 38,857 shares of the company’s stock valued at $985,000 after purchasing an additional 514 shares during the period. 25 LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 7.1% during the 4th quarter. 25 LLC now owns 11,018 shares of the company’s stock valued at $321,000 after purchasing an additional 734 shares during the period. Collective Family Office LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 1.5% during the 1st quarter. Collective Family Office LLC now owns 50,278 shares of the company’s stock valued at $1,513,000 after purchasing an additional 754 shares during the period. Finally, Physician Wealth Advisors Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 3.9% during the 4th quarter. Physician Wealth Advisors Inc. now owns 22,805 shares of the company’s stock valued at $651,000 after purchasing an additional 866 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 1.0 %

Dimensional US Small Cap Value ETF stock opened at $28.78 on Monday. The business has a 50-day simple moving average of $29.07 and a two-hundred day simple moving average of $28.81. The company has a market cap of $2.87 billion, a P/E ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 52-week low of $23.54 and a 52-week high of $30.27.

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.