Arista Wealth Management LLC Has $62.82 Million Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Arista Wealth Management LLC increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,972,858 shares of the company’s stock after purchasing an additional 120,452 shares during the period. Dimensional US Small Cap Value ETF accounts for 7.8% of Arista Wealth Management LLC’s portfolio, making the stock its 3rd largest holding. Arista Wealth Management LLC owned 1.14% of Dimensional US Small Cap Value ETF worth $62,816,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Oakworth Capital Inc. bought a new stake in Dimensional US Small Cap Value ETF during the third quarter valued at about $56,000. AE Wealth Management LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 404.1% in the second quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after acquiring an additional 2,756 shares during the period. EverSource Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the second quarter worth about $180,000. Hurley Capital LLC raised its stake in Dimensional US Small Cap Value ETF by 14.3% during the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after purchasing an additional 777 shares during the period. Finally, Fortress Wealth Management Inc. bought a new stake in Dimensional US Small Cap Value ETF during the 3rd quarter valued at approximately $204,000.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $37.10 on Tuesday. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $37.26. The business has a 50 day simple moving average of $34.26 and a two-hundred day simple moving average of $32.51. The company has a market capitalization of $6.96 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13.

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.