Evensky & Katz LLC Cuts Position in Dimensional US Small Cap Value ETF $DFSV

Evensky & Katz LLC trimmed its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 30.0% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 72,150 shares of the company’s stock after selling 30,963 shares during the period. Evensky & Katz LLC’s holdings in Dimensional US Small Cap Value ETF were worth $2,123,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. Mather Group LLC. lifted its stake in Dimensional US Small Cap Value ETF by 29.0% during the 2nd quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock worth $190,198,000 after acquiring an additional 1,452,290 shares in the last quarter. Integrity Alliance LLC. acquired a new position in Dimensional US Small Cap Value ETF in the 1st quarter valued at about $16,653,000. JMG Financial Group Ltd. increased its stake in Dimensional US Small Cap Value ETF by 7.0% during the first quarter. JMG Financial Group Ltd. now owns 5,816,865 shares of the company’s stock worth $163,745,000 after purchasing an additional 378,500 shares during the period. Northern Trust Corp lifted its position in shares of Dimensional US Small Cap Value ETF by 58.7% during the first quarter. Northern Trust Corp now owns 979,668 shares of the company’s stock worth $27,578,000 after purchasing an additional 362,170 shares in the last quarter. Finally, Truepoint Inc. lifted its position in shares of Dimensional US Small Cap Value ETF by 55.9% during the first quarter. Truepoint Inc. now owns 988,399 shares of the company’s stock worth $27,823,000 after purchasing an additional 354,582 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV stock opened at $32.35 on Monday. The stock has a market capitalization of $5.46 billion, a P/E ratio of 11.87 and a beta of 1.05. The company has a 50 day moving average price of $31.54 and a 200 day moving average price of $29.43. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $34.23.

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.