Vance Wealth Inc. Has $7.67 Million Stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Vance Wealth Inc. lessened its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 0.5% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 248,897 shares of the company’s stock after selling 1,192 shares during the period. Dimensional US Small Cap Value ETF accounts for approximately 2.9% of Vance Wealth Inc.’s holdings, making the stock its 7th biggest position. Vance Wealth Inc. owned 0.25% of Dimensional US Small Cap Value ETF worth $7,666,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Aptus Capital Advisors LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 687.8% in the 3rd quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock valued at $89,000 after acquiring an additional 2,531 shares during the last quarter. Galvin Gaustad & Stein LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $202,000. Apella Capital LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $208,000. Rockbridge Investment Management LCC bought a new position in shares of Dimensional US Small Cap Value ETF in the 3rd quarter valued at about $208,000. Finally, Aspire Private Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 8.0% in the 2nd quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock valued at $224,000 after acquiring an additional 580 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Dimensional US Small Cap Value ETF stock opened at $32.27 on Tuesday. Dimensional US Small Cap Value ETF has a 1-year low of $25.74 and a 1-year high of $33.47. The firm has a market capitalization of $3.22 billion, a P/E ratio of 8.86 and a beta of 1.13. The company’s 50-day moving average is $30.88 and its 200 day moving average is $30.03.

Dimensional US Small Cap Value ETF Company 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.