EverSource Wealth Advisors LLC Grows Position in Dimensional US Small Cap Value ETF $DFSV

EverSource Wealth Advisors LLC grew its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 124,378 shares of the company’s stock after acquiring an additional 20,317 shares during the quarter. EverSource Wealth Advisors LLC owned 0.06% of Dimensional US Small Cap Value ETF worth $4,358,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of DFSV. GeoWealth Management LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 1.9% during the 4th quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock valued at $504,000 after acquiring an additional 284 shares during the last quarter. Lutz Financial Services LLC increased its position in Dimensional US Small Cap Value ETF by 2.5% in the fourth quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock worth $398,000 after purchasing an additional 293 shares during the last quarter. Valued Wealth Advisors LLC raised its stake in Dimensional US Small Cap Value ETF by 1.3% during the fourth quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock valued at $775,000 after purchasing an additional 307 shares in the last quarter. Ruedi Wealth Management Inc. raised its stake in Dimensional US Small Cap Value ETF by 0.4% during the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after purchasing an additional 321 shares in the last quarter. Finally, Verisail Partners LLC raised its stake in Dimensional US Small Cap Value ETF by 2.1% during the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock valued at $541,000 after purchasing an additional 338 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.7%

DFSV stock opened at $39.68 on Thursday. Dimensional US Small Cap Value ETF has a 52 week low of $28.86 and a 52 week high of $40.12. The firm has a market capitalization of $8.20 billion, a P/E ratio of 11.87 and a beta of 1.03. The company has a fifty day simple moving average of $38.53 and a two-hundred day simple moving average of $36.85.

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.