Envestnet Asset Management Inc. Buys 780,636 Shares of Dimensional US Small Cap Value ETF $DFSV

Envestnet Asset Management Inc. raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 63.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,020,335 shares of the company’s stock after buying an additional 780,636 shares during the quarter. Envestnet Asset Management Inc. owned about 1.17% of Dimensional US Small Cap Value ETF worth $64,327,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Baker Tilly Wealth Management LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the third quarter worth about $1,216,000. Avant Financial Advisors LLC increased its stake in Dimensional US Small Cap Value ETF by 5.0% during the 3rd quarter. Avant Financial Advisors LLC now owns 326,860 shares of the company’s stock worth $10,407,000 after purchasing an additional 15,464 shares in the last quarter. Client 1ST Advisory Group LLC raised its holdings in Dimensional US Small Cap Value ETF by 27.4% during the 3rd quarter. Client 1ST Advisory Group LLC now owns 120,542 shares of the company’s stock worth $3,838,000 after buying an additional 25,911 shares during the period. Cary Street Partners Investment Advisory LLC lifted its stake in Dimensional US Small Cap Value ETF by 269.4% in the second quarter. Cary Street Partners Investment Advisory LLC now owns 36,202 shares of the company’s stock valued at $1,065,000 after buying an additional 26,403 shares in the last quarter. Finally, Allworth Financial LP boosted its holdings in shares of Dimensional US Small Cap Value ETF by 0.9% in the second quarter. Allworth Financial LP now owns 452,575 shares of the company’s stock valued at $13,319,000 after buying an additional 3,845 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 2.8%

Shares of DFSV stock opened at $37.17 on Monday. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $37.26. The firm has a fifty day moving average of $34.17 and a 200-day moving average of $32.46. The company has a market capitalization of $6.97 billion, a price-to-earnings 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.