Dimensional US Small Cap Value ETF $DFSV Shares Bought by Modera Wealth Management LLC

Modera Wealth Management LLC grew its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,539,420 shares of the company’s stock after purchasing an additional 81,580 shares during the period. Dimensional US Small Cap Value ETF makes up about 0.9% of Modera Wealth Management LLC’s holdings, making the stock its 28th largest holding. Modera Wealth Management LLC owned approximately 1.47% of Dimensional US Small Cap Value ETF worth $80,855,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in DFSV. AE Wealth Management LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 404.1% in 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 in the last quarter. EverSource Wealth Advisors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter valued at $180,000. Hurley Capital LLC lifted its stake in Dimensional US Small Cap Value ETF by 14.3% in the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after acquiring an additional 777 shares during the last quarter. Fortress Wealth Management Inc. acquired a new position in Dimensional US Small Cap Value ETF during the 3rd quarter worth $204,000. Finally, Mills Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF in the 2nd quarter valued at approximately $200,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV opened at $35.07 on Friday. Dimensional US Small Cap Value ETF has a one year low of $23.80 and a one year high of $35.96. The company has a market cap of $6.46 billion, a PE ratio of 11.87 and a beta of 1.13. The firm has a 50-day moving average of $33.34 and a 200-day moving average of $32.09.

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.