Vance Wealth Inc. Has $12.75 Million Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Vance Wealth Inc. reduced its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 437,875 shares of the company’s stock after selling 10,598 shares during the period. Dimensional US Small Cap Value ETF accounts for about 5.5% of Vance Wealth Inc.’s investment portfolio, making the stock its 4th biggest position. Vance Wealth Inc. owned about 0.75% of Dimensional US Small Cap Value ETF worth $12,751,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Alaska Permanent Fund Corp lifted its position in shares of Dimensional US Small Cap Value ETF by 18.5% in the fourth quarter. Alaska Permanent Fund Corp now owns 7,858,586 shares of the company’s stock worth $228,842,000 after buying an additional 1,224,990 shares in the last quarter. JMG Financial Group Ltd. lifted its position in shares of Dimensional US Small Cap Value ETF by 5.0% in the third quarter. JMG Financial Group Ltd. now owns 4,625,156 shares of the company’s stock worth $117,201,000 after buying an additional 219,179 shares in the last quarter. EP Wealth Advisors LLC raised its position in Dimensional US Small Cap Value ETF by 64,154.8% during the third quarter. EP Wealth Advisors LLC now owns 2,421,763 shares of the company’s stock valued at $61,367,000 after purchasing an additional 2,417,994 shares during the period. Ritholtz Wealth Management raised its position in Dimensional US Small Cap Value ETF by 3.2% during the fourth quarter. Ritholtz Wealth Management now owns 1,881,870 shares of the company’s stock valued at $54,800,000 after purchasing an additional 59,074 shares during the period. Finally, Corient Private Wealth LLC raised its position in Dimensional US Small Cap Value ETF by 13.9% during the third quarter. Corient Private Wealth LLC now owns 1,724,383 shares of the company’s stock valued at $43,696,000 after purchasing an additional 210,903 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

DFSV stock traded up $0.18 during midday trading on Friday, reaching $28.80. 263,815 shares of the company traded hands, compared to its average volume of 424,389. Dimensional US Small Cap Value ETF has a 52-week low of $23.01 and a 52-week high of $30.22. The business has a 50 day moving average of $28.84 and a 200-day moving average of $27.61. The firm has a market capitalization of $2.83 billion, a price-to-earnings ratio of 8.50 and a beta of 1.05.

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.