Wealth Advisors Northwest LLC Has $12.09 Million Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Wealth Advisors Northwest LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 20.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 429,342 shares of the company’s stock after purchasing an additional 73,312 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 7.7% of Wealth Advisors Northwest LLC’s holdings, making the stock its 3rd largest holding. Wealth Advisors Northwest LLC’s holdings in Dimensional US Small Cap Value ETF were worth $12,086,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in DFSV. Raymond James Financial Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF during the 4th quarter valued at $37,049,000. Essential Planning LLC. lifted its position in Dimensional US Small Cap Value ETF by 6,397.9% in the 4th quarter. Essential Planning LLC. now owns 1,006,520 shares of the company’s stock valued at $31,857,000 after acquiring an additional 991,030 shares in the last quarter. United Wealth Management LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter valued at $21,786,000. Corient Private Wealth LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 15.9% in the fourth quarter. Corient Private Wealth LLC now owns 3,975,533 shares of the company’s stock worth $122,323,000 after acquiring an additional 545,416 shares during the period. Finally, RFG Advisory LLC purchased a new stake in Dimensional US Small Cap Value ETF during the 1st quarter valued at $13,521,000.

Dimensional US Small Cap Value ETF Trading Down 0.3%

Shares of NYSEARCA DFSV opened at $29.11 on Friday. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $34.23. The firm has a 50 day moving average of $27.37 and a 200 day moving average of $29.49. The firm has a market capitalization of $4.66 billion, a price-to-earnings ratio of 12.02 and a beta of 1.15.

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.