Krilogy Financial LLC Has $17.48 Million Holdings in Dimensional US Small Cap Value ETF $DFSV

Krilogy Financial LLC grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 556,533 shares of the company’s stock after acquiring an additional 37,153 shares during the quarter. Krilogy Financial LLC’s holdings in Dimensional US Small Cap Value ETF were worth $17,481,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Kondo Wealth Advisors Inc. grew its holdings in shares of Dimensional US Small Cap Value ETF by 5.2% during the 2nd quarter. Kondo Wealth Advisors Inc. now owns 9,926 shares of the company’s stock valued at $300,000 after purchasing an additional 490 shares during the last quarter. V2 Financial group LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 0.7% during the second quarter. V2 Financial group LLC now owns 71,574 shares of the company’s stock worth $2,106,000 after buying an additional 503 shares in the last quarter. Lodestone Wealth Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 2.2% during the second quarter. Lodestone Wealth Management LLC now owns 24,326 shares of the company’s stock worth $716,000 after buying an additional 526 shares in the last quarter. Austin Wealth Management LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 3.2% during the 3rd quarter. Austin Wealth Management LLC now owns 17,116 shares of the company’s stock valued at $541,000 after acquiring an additional 531 shares in the last quarter. Finally, Investmark Advisory Group LLC grew its position in Dimensional US Small Cap Value ETF by 1.3% during the 3rd quarter. Investmark Advisory Group LLC now owns 42,959 shares of the company’s stock worth $1,368,000 after acquiring an additional 532 shares during the last quarter.

Dimensional US Small Cap Value ETF Trading Down 0.0%

Dimensional US Small Cap Value ETF stock opened at $37.09 on Wednesday. The stock has a 50-day moving average price of $34.35 and a two-hundred day moving average price of $32.55. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $37.28. The company has a market capitalization of $6.96 billion, a PE ratio of 11.87 and a beta of 1.13.

Dimensional US Small Cap Value ETF 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.