Modera Wealth Management LLC Increases Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Modera Wealth Management LLC lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.3% during the third quarter, HoldingsChannel reports. The firm owned 2,539,420 shares of the company’s stock after purchasing an additional 81,580 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 0.9% of Modera Wealth Management LLC’s holdings, making the stock its 28th largest holding. Modera Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $80,855,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in DFSV. AE Wealth Management LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 404.1% during the second quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock valued at $101,000 after acquiring an additional 2,756 shares during the period. EverSource Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF in the second quarter worth approximately $180,000. Hurley Capital LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 14.3% in the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after purchasing an additional 777 shares during the period. Fortress Wealth Management Inc. purchased a new stake in shares of Dimensional US Small Cap Value ETF in the third quarter valued at $204,000. Finally, Mills Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF in the second quarter worth approximately $200,000.

Dimensional US Small Cap Value ETF Trading Down 1.5%

Shares of DFSV stock opened at $35.07 on Friday. The stock has a 50 day moving average of $33.34 and a two-hundred day moving average of $32.09. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $35.96. The company has a market capitalization of $6.46 billion, a P/E ratio of 11.87 and a beta of 1.13.

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.