Diversified Portfolios Inc. Grows Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Diversified Portfolios Inc. grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 378,898 shares of the company’s stock after acquiring an additional 24,867 shares during the quarter. Dimensional US Small Cap Value ETF comprises 1.3% of Diversified Portfolios Inc.’s investment portfolio, making the stock its 22nd largest position. Diversified Portfolios Inc. owned about 0.38% of Dimensional US Small Cap Value ETF worth $11,662,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Savant Capital LLC raised its stake in Dimensional US Small Cap Value ETF by 22.6% in the fourth quarter. Savant Capital LLC now owns 8,053,126 shares of the company’s stock valued at $247,875,000 after purchasing an additional 1,483,483 shares in the last quarter. JMG Financial Group Ltd. raised its position in shares of Dimensional US Small Cap Value ETF by 6.0% during the 3rd quarter. JMG Financial Group Ltd. now owns 5,202,502 shares of the company’s stock valued at $160,237,000 after buying an additional 295,075 shares in the last quarter. Mather Group LLC. lifted its holdings in shares of Dimensional US Small Cap Value ETF by 40.6% during the 4th quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock worth $128,502,000 after acquiring an additional 1,204,884 shares during the last quarter. Pathstone Holdings LLC grew its position in Dimensional US Small Cap Value ETF by 159.2% in the third quarter. Pathstone Holdings LLC now owns 2,694,212 shares of the company’s stock worth $82,978,000 after acquiring an additional 1,654,905 shares in the last quarter. Finally, Modera Wealth Management LLC lifted its stake in Dimensional US Small Cap Value ETF by 9.2% during the third quarter. Modera Wealth Management LLC now owns 2,565,849 shares of the company’s stock worth $79,028,000 after purchasing an additional 216,965 shares during the last quarter.

Dimensional US Small Cap Value ETF Trading Up 0.5 %

Shares of Dimensional US Small Cap Value ETF stock opened at $31.54 on Wednesday. The firm has a market capitalization of $3.14 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12 month low of $27.52 and a 12 month high of $34.23. The business’s 50-day moving average price is $31.50 and its 200-day moving average price is $31.08.

About Dimensional US Small Cap Value ETF

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.