Focus Partners Wealth Has $114.31 Million Holdings in Dimensional US Small Cap Value ETF $DFSV

Focus Partners Wealth raised its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 13.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,582,797 shares of the company’s stock after acquiring an additional 424,038 shares during the period. Focus Partners Wealth owned about 2.07% of Dimensional US Small Cap Value ETF worth $114,313,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of DFSV. DecisionPoint Financial LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 104.7% in the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after acquiring an additional 827 shares during the last quarter. Oakworth Capital Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter valued at approximately $56,000. AE Wealth Management LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 404.1% during the 2nd quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock valued at $101,000 after purchasing an additional 2,756 shares during the last quarter. EverSource Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the 2nd quarter worth approximately $180,000. Finally, Hurley Capital LLC lifted its stake in 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 last quarter.

Dimensional US Small Cap Value ETF Trading Down 0.2%

Dimensional US Small Cap Value ETF stock opened at $34.05 on Monday. The company has a market capitalization of $6.39 billion, a PE ratio of 11.87 and a beta of 1.13. The stock has a 50-day moving average price of $35.61 and a two-hundred day moving average price of $33.42. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $37.64.

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.