Wealth Enhancement Advisory Services LLC Has $31.95 Million Position in Dimensional US Small Cap Value ETF $DFSV

Wealth Enhancement Advisory Services LLC increased its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 11.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,000,208 shares of the company’s stock after acquiring an additional 104,270 shares during the period. Wealth Enhancement Advisory Services LLC owned about 0.58% of Dimensional US Small Cap Value ETF worth $31,947,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in DFSV. Savant Capital LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 25.5% in the 2nd quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock valued at $346,468,000 after buying an additional 2,393,673 shares in the last quarter. Cerity Partners LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 225.3% during the 2nd quarter. Cerity Partners LLC now owns 3,035,274 shares of the company’s stock worth $89,328,000 after purchasing an additional 2,102,092 shares during the last quarter. Mather Group LLC. boosted its holdings in Dimensional US Small Cap Value ETF by 29.0% in the second quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock worth $190,198,000 after purchasing an additional 1,452,290 shares in the last quarter. Vestmark Advisory Solutions Inc. boosted its holdings in Dimensional US Small Cap Value ETF by 117.2% in the second quarter. Vestmark Advisory Solutions Inc. now owns 2,671,340 shares of the company’s stock worth $78,618,000 after purchasing an additional 1,441,690 shares in the last quarter. Finally, Coldstream Capital Management Inc. increased its position in Dimensional US Small Cap Value ETF by 611,636.9% during the second quarter. Coldstream Capital Management Inc. now owns 1,327,469 shares of the company’s stock worth $39,067,000 after buying an additional 1,327,252 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA DFSV opened at $34.73 on Wednesday. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $35.22. The firm has a market cap of $6.38 billion, a P/E ratio of 11.87 and a beta of 1.13. The stock’s 50-day moving average is $33.11 and its two-hundred day moving average is $32.00.

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.