Sequoia Financial Advisors LLC Has $25.66 Million Stake in Dimensional US Small Cap Value ETF $DFSV

Sequoia Financial Advisors LLC lowered its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 732,440 shares of the company’s stock after selling 15,328 shares during the quarter. Sequoia Financial Advisors LLC owned approximately 0.37% of Dimensional US Small Cap Value ETF worth $25,665,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in DFSV. Hassell Wealth Management LLC increased its position in Dimensional US Small Cap Value ETF by 1.5% during the 1st quarter. Hassell Wealth Management LLC now owns 762,655 shares of the company’s stock worth $26,723,000 after purchasing an additional 10,995 shares in the last quarter. Valued Wealth Advisors LLC boosted its position in Dimensional US Small Cap Value ETF by 91.4% in the first quarter. Valued Wealth Advisors LLC now owns 45,101 shares of the company’s stock valued at $1,580,000 after buying an additional 21,538 shares in the last quarter. Mosaic Family Wealth Partners LLC boosted its position in Dimensional US Small Cap Value ETF by 1.4% in the first quarter. Mosaic Family Wealth Partners LLC now owns 997,993 shares of the company’s stock valued at $34,970,000 after buying an additional 13,915 shares in the last quarter. Kestra Advisory Services LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 3.9% during the first quarter. Kestra Advisory Services LLC now owns 334,878 shares of the company’s stock worth $11,734,000 after buying an additional 12,668 shares during the last quarter. Finally, Rockwood Wealth Management LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 5.3% during the first quarter. Rockwood Wealth Management LLC now owns 51,619 shares of the company’s stock worth $1,809,000 after buying an additional 2,600 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Up 0.7%

Shares of NYSEARCA:DFSV traded up $0.26 during trading on Friday, hitting $38.80. 699,441 shares of the company were exchanged, compared to its average volume of 1,257,110. Dimensional US Small Cap Value ETF has a 1-year low of $28.86 and a 1-year high of $39.33. The company has a market capitalization of $7.92 billion, a P/E ratio of 11.87 and a beta of 1.03. The business’s 50 day moving average is $37.93 and its 200-day moving average is $36.29.

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.