Dimensional US Small Cap Value ETF $DFSV Holdings Raised by Tortoise Investment Management LLC

Tortoise Investment Management LLC grew its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 279,622 shares of the company’s stock after acquiring an additional 15,554 shares during the quarter. Tortoise Investment Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $9,197,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also made changes to their positions in the company. Savant Capital LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 13.8% in the 3rd quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock valued at $426,688,000 after acquiring an additional 1,628,432 shares during the last quarter. Mather Group LLC. increased its holdings in shares of Dimensional US Small Cap Value ETF by 1.6% in the 4th quarter. Mather Group LLC. now owns 6,616,180 shares of the company’s stock valued at $217,606,000 after acquiring an additional 105,207 shares during the last quarter. Corient Private Wealth LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 15.3% in the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock valued at $171,177,000 after acquiring an additional 770,497 shares during the last quarter. JMG Financial Group Ltd. increased its holdings in shares of Dimensional US Small Cap Value ETF by 3.4% in the 3rd quarter. JMG Financial Group Ltd. now owns 5,613,124 shares of the company’s stock valued at $178,722,000 after acquiring an additional 183,092 shares during the last quarter. Finally, Ritholtz Wealth Management increased its holdings in shares of Dimensional US Small Cap Value ETF by 4.9% in the 4th quarter. Ritholtz Wealth Management now owns 3,618,411 shares of the company’s stock valued at $119,010,000 after acquiring an additional 168,712 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV opened at $36.76 on Tuesday. The company has a market cap of $7.32 billion, a P/E ratio of 11.87 and a beta of 1.06. The stock has a fifty day moving average price of $35.92 and a 200 day moving average price of $34.68. Dimensional US Small Cap Value ETF has a 12 month low of $27.51 and a 12 month high of $38.03.

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.