Petersen Hastings Wealth Advisors Inc. Invests $1.02 Million in Dimensional US Small Cap Value ETF $DFSV

Petersen Hastings Wealth Advisors Inc. acquired a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 31,085 shares of the company’s stock, valued at approximately $1,022,000.

Other hedge funds have also recently made changes to their positions in the company. Savant Capital LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 20.0% in the fourth quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock worth $528,976,000 after buying an additional 2,682,169 shares during the period. Coldstream Capital Management Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 70.2% in the third quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock worth $71,956,000 after buying an additional 932,459 shares during the period. Envestnet Asset Management Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 63.0% in the third quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock worth $64,327,000 after buying an additional 780,636 shares during the period. Corient Private Wealth LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 15.3% in the second quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock worth $171,177,000 after buying an additional 770,497 shares during the period. Finally, Integrity Advisory Solutions LLC purchased a new position in shares of Dimensional US Small Cap Value ETF in the third quarter worth $22,783,000.

Dimensional US Small Cap Value ETF Stock Up 1.1%

Shares of NYSEARCA DFSV opened at $38.10 on Friday. Dimensional US Small Cap Value ETF has a 52 week low of $28.18 and a 52 week high of $38.17. The firm’s fifty day moving average is $36.75 and its 200 day moving average is $35.24. The company has a market cap of $7.58 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04.

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.