Aurelius Family Office LLC Invests $2.90 Million in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Aurelius Family Office LLC purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 94,109 shares of the company’s stock, valued at approximately $2,897,000. Dimensional US Small Cap Value ETF accounts for about 1.5% of Aurelius Family Office LLC’s investment portfolio, making the stock its 15th biggest position.

Other hedge funds have also made changes to their positions in the company. Physician Wealth Advisors Inc. raised its holdings in shares of 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 valued at $692,000 after buying an additional 352 shares during the last quarter. Investmark Advisory Group LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 0.8% in the third quarter. Investmark Advisory Group LLC now owns 46,357 shares of the company’s stock valued at $1,428,000 after buying an additional 354 shares during the period. Heirloom Wealth Management boosted its position in shares of Dimensional US Small Cap Value ETF by 1.2% during the 3rd quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock valued at $1,030,000 after purchasing an additional 402 shares in the last quarter. CarsonAllaria Wealth Management Ltd. grew its position in Dimensional US Small Cap Value ETF by 2.5% in the fourth quarter. CarsonAllaria Wealth Management Ltd. now owns 20,131 shares of the company’s stock worth $620,000 after buying an additional 499 shares during the last quarter. Finally, HFG Advisors Inc. grew its holdings in shares of Dimensional US Small Cap Value ETF by 1.4% in the 3rd quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock worth $1,217,000 after acquiring an additional 538 shares during the last quarter.

Dimensional US Small Cap Value ETF Trading Down 1.3 %

DFSV stock opened at $31.32 on Friday. The firm has a market capitalization of $3.12 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a one year low of $27.52 and a one year high of $34.23. The firm has a 50-day moving average of $31.58 and a two-hundred day moving average of $31.07.

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.