Sequoia Financial Advisors LLC Decreases Holdings in Dimensional US Small Cap Value ETF $DFSV

Sequoia Financial Advisors LLC trimmed its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 714,818 shares of the company’s stock after selling 17,622 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $27,728,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of DFSV. Savant Capital LLC increased its position in Dimensional US Small Cap Value ETF by 20.0% during the fourth quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock valued at $528,976,000 after acquiring an additional 2,682,169 shares during the last quarter. Corient Private Wealth LLC boosted its position in Dimensional US Small Cap Value ETF by 41.9% in the fourth quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock worth $240,036,000 after purchasing an additional 2,154,893 shares during the last quarter. EP Wealth Advisors LLC purchased a new position in Dimensional US Small Cap Value ETF in the fourth quarter worth about $50,585,000. Cetera Investment Advisers grew its stake in shares of Dimensional US Small Cap Value ETF by 61.3% during the 1st quarter. Cetera Investment Advisers now owns 3,888,709 shares of the company’s stock valued at $136,260,000 after purchasing an additional 1,478,369 shares during the period. Finally, Evanson Financial LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter valued at about $45,002,000.

Dimensional US Small Cap Value ETF Stock Down 0.8%

Shares of NYSEARCA:DFSV opened at $39.69 on Thursday. The firm’s 50 day moving average price is $39.77 and its 200-day moving average price is $37.78. Dimensional US Small Cap Value ETF has a twelve month low of $30.32 and a twelve month high of $40.95. The stock has a market capitalization of $8.21 billion, a PE ratio of 11.87 and a beta of 1.03.

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.