Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Acquired by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 18.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 978,719 shares of the company’s stock after purchasing an additional 151,021 shares during the period. Dimensional US Small Cap Value ETF accounts for 1.1% of Exencial Wealth Advisors LLC’s portfolio, making the stock its 16th largest position. Exencial Wealth Advisors LLC owned about 0.98% of Dimensional US Small Cap Value ETF worth $30,145,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Physician Wealth Advisors Inc. increased its position in Dimensional US Small Cap Value ETF by 1.6% during the third quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock worth $692,000 after purchasing an additional 352 shares during the last quarter. Heirloom Wealth Management increased its position in Dimensional US Small Cap Value ETF by 1.2% during the third quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock worth $1,030,000 after purchasing an additional 402 shares during the last quarter. HFG Advisors Inc. grew its stake in Dimensional US Small Cap Value ETF by 1.4% during the third quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock worth $1,217,000 after buying an additional 538 shares during the period. Sprinkle Financial Consultants LLC grew its stake in Dimensional US Small Cap Value ETF by 2.6% during the second quarter. Sprinkle Financial Consultants LLC now owns 22,764 shares of the company’s stock worth $655,000 after buying an additional 568 shares during the period. Finally, Aspire Private Capital LLC grew its stake in Dimensional US Small Cap Value ETF by 8.0% during the second quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock worth $224,000 after buying an additional 580 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 7.0 %

DFSV opened at $33.16 on Thursday. Dimensional US Small Cap Value ETF has a 52-week low of $24.24 and a 52-week high of $33.20. The company has a 50 day moving average of $30.46 and a two-hundred day moving average of $29.80. The company has a market cap of $3.31 billion, a P/E ratio of 8.86 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.