EP Wealth Advisors LLC Cuts Holdings in Dimensional US Small Cap Value ETF $DFSV

EP Wealth Advisors LLC trimmed its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.1% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 1,903,813 shares of the company’s stock after selling 124,544 shares during the period. EP Wealth Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $56,029,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of DFSV. AE Wealth Management LLC boosted its position in Dimensional US Small Cap Value ETF by 404.1% in the second quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after purchasing an additional 2,756 shares during the last quarter. EverSource Wealth Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter worth $180,000. Hurley Capital LLC boosted its holdings in shares of 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. Mills Wealth Advisors LLC bought a new position in Dimensional US Small Cap Value ETF during the second quarter valued at about $200,000. Finally, Sutton Place Investors LLC purchased a new stake in Dimensional US Small Cap Value ETF during the second quarter worth about $204,000.

Dimensional US Small Cap Value ETF Stock Down 1.0%

Dimensional US Small Cap Value ETF stock opened at $33.76 on Friday. The firm has a 50 day moving average price of $31.89 and a 200-day moving average price of $31.07. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $34.21. The company has a market capitalization of $5.83 billion, a P/E ratio of 11.87 and a beta of 1.13.

Dimensional US Small Cap Value ETF Company 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.