Modera Wealth Management LLC Has $87.50 Million Holdings in Dimensional US Small Cap Value ETF $DFSV

Modera Wealth Management LLC grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,660,446 shares of the company’s stock after purchasing an additional 121,026 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 1.0% of Modera Wealth Management LLC’s investment portfolio, making the stock its 24th biggest holding. Modera Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $87,502,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Sound Income Strategies LLC acquired a new position in Dimensional US Small Cap Value ETF during the fourth quarter worth $44,000. DecisionPoint Financial LLC boosted its position in Dimensional US Small Cap Value ETF by 104.7% during the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after purchasing an additional 827 shares during the period. Oakworth Capital Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF in the third quarter valued at about $56,000. EverSource Wealth Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the second quarter valued at about $180,000. Finally, Hurley Capital LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 14.3% in the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after acquiring an additional 777 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $35.45 on Tuesday. Dimensional US Small Cap Value ETF has a 52-week low of $23.80 and a 52-week high of $37.64. The firm has a 50-day moving average of $35.60 and a 200-day moving average of $33.68. The stock has a market cap of $6.90 billion, a PE ratio of 11.87 and a beta of 1.13.

About Dimensional US Small Cap Value ETF

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.