Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Bought by Aegis Wealth Management LLC

Aegis Wealth Management LLC grew its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 59,347 shares of the company’s stock after purchasing an additional 3,493 shares during the quarter. Aegis Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,671,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of DFSV. JPMorgan Chase & Co. lifted its stake in shares of Dimensional US Small Cap Value ETF by 6.1% during the fourth quarter. JPMorgan Chase & Co. now owns 300,957 shares of the company’s stock worth $9,263,000 after purchasing an additional 17,359 shares in the last quarter. Orion Portfolio Solutions LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 13.3% in the fourth quarter. Orion Portfolio Solutions LLC now owns 24,364 shares of the company’s stock worth $750,000 after acquiring an additional 2,856 shares in the last quarter. Huntington National Bank purchased a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at about $32,000. Disciplined Investors L.L.C. purchased a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at about $3,497,000. Finally, Martin Worley Group acquired a new stake in Dimensional US Small Cap Value ETF during the 4th quarter valued at approximately $2,215,000.

Dimensional US Small Cap Value ETF Stock Down 0.6%

Shares of DFSV opened at $30.61 on Wednesday. The business’s 50 day moving average is $29.52 and its two-hundred day moving average is $29.08. Dimensional US Small Cap Value ETF has a 52-week low of $23.80 and a 52-week high of $34.23. The firm has a market cap of $4.97 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05.

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.