Evanson Financial LLC Acquires New Position in Dimensional US Small Cap Value ETF $DFSV

Evanson Financial LLC acquired a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the 2nd quarter, HoldingsChannel reports. The firm acquired 1,160,147 shares of the company’s stock, valued at approximately $45,002,000. Dimensional US Small Cap Value ETF makes up 2.2% of Evanson Financial LLC’s investment portfolio, making the stock its 16th biggest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in DFSV. Goldman Sachs Group Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 53.3% in the first quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after acquiring an additional 37,056 shares during the last quarter. EverSource Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the second quarter worth $180,000. Brown Advisory Inc. boosted its position in Dimensional US Small Cap Value ETF by 30.3% during the second quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock valued at $686,000 after purchasing an additional 5,421 shares during the last quarter. Raymond James Financial Inc. boosted its position in Dimensional US Small Cap Value ETF by 8.3% during the second quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock valued at $43,590,000 after purchasing an additional 113,860 shares during the last quarter. Finally, Sentinel Wealth Management Inc. purchased a new position in Dimensional US Small Cap Value ETF in the second quarter valued at about $6,882,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV stock opened at $40.11 on Friday. Dimensional US Small Cap Value ETF has a fifty-two week low of $29.60 and a fifty-two week high of $40.74. The stock’s 50-day moving average is $38.83 and its two-hundred day moving average is $37.08. The firm has a market cap of $8.30 billion, a P/E ratio of 11.87 and a beta of 1.03.

About Dimensional US Small Cap Value ETF

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.