Dimensional US Small Cap Value ETF $DFSV Shares Bought by McLean Asset Management Corp

McLean Asset Management Corp grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 92.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 201,538 shares of the company’s stock after purchasing an additional 96,646 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 1.3% of McLean Asset Management Corp’s investment portfolio, making the stock its 19th biggest position. McLean Asset Management Corp’s holdings in Dimensional US Small Cap Value ETF were worth $7,007,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. DecisionPoint Financial LLC grew its position in shares of Dimensional US Small Cap Value ETF by 104.7% in the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after purchasing an additional 827 shares during the period. Oakworth Capital Inc. purchased a new position in Dimensional US Small Cap Value ETF during the third quarter worth about $56,000. EverSource Wealth Advisors LLC acquired a new stake in Dimensional US Small Cap Value ETF in the 2nd quarter worth about $180,000. Hurley Capital LLC boosted its stake in Dimensional US Small Cap Value ETF by 14.3% in the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock worth $183,000 after buying an additional 777 shares during the last quarter. Finally, AE Wealth Management LLC grew its holdings in Dimensional US Small Cap Value ETF by 69.9% in the 3rd quarter. AE Wealth Management LLC now owns 5,842 shares of the company’s stock valued at $186,000 after buying an additional 2,404 shares during the period.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA DFSV opened at $35.11 on Thursday. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $37.64. The company has a 50-day moving average of $35.60 and a 200-day moving average of $33.61. The company has a market cap of $6.81 billion, a P/E 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.