Wealth Advisors Northwest LLC Invests $10.96 Million in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Wealth Advisors Northwest LLC bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, HoldingsChannel reports. The fund bought 356,030 shares of the company’s stock, valued at approximately $10,959,000. Dimensional US Small Cap Value ETF accounts for 7.5% of Wealth Advisors Northwest LLC’s portfolio, making the stock its 3rd largest position.

A number of other hedge funds have also recently added to or reduced their stakes in DFSV. Pathstone Holdings LLC boosted its holdings in shares of 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 valued at $82,978,000 after acquiring an additional 1,654,905 shares during the period. Savant Capital LLC raised its position in Dimensional US Small Cap Value ETF by 22.6% in the 4th 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 during the last quarter. Mather Group LLC. raised its position in Dimensional US Small Cap Value ETF by 40.6% in the 4th quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock valued at $128,502,000 after purchasing an additional 1,204,884 shares during the last quarter. von Borstel & Associates Inc. acquired a new stake in Dimensional US Small Cap Value ETF during the 3rd quarter worth $10,870,000. Finally, JMG Financial Group Ltd. grew its position in 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 worth $160,237,000 after purchasing an additional 295,075 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $31.54 on Wednesday. The firm’s fifty day moving average is $31.50 and its two-hundred day moving average is $31.08. 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 market cap of $3.14 billion, a PE ratio of 8.86 and a beta of 1.13.

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.