Modera Wealth Management LLC Buys 103,055 Shares of Dimensional US Small Cap Value ETF $DFSV

Modera Wealth Management LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.9% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,763,501 shares of the company’s stock after buying an additional 103,055 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 1.2% of Modera Wealth Management LLC’s investment portfolio, making the stock its 21st biggest position. Modera Wealth Management LLC owned approximately 1.39% of Dimensional US Small Cap Value ETF worth $96,833,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of DFSV. Savant Capital LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 20.0% during the 4th quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock valued at $528,976,000 after acquiring an additional 2,682,169 shares in the last quarter. Corient Private Wealth LLC increased its holdings in Dimensional US Small Cap Value ETF by 41.9% in the 4th quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock worth $240,036,000 after purchasing an additional 2,154,893 shares in the last quarter. EP Wealth Advisors LLC bought a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at about $50,585,000. Focus Partners Wealth raised its position in Dimensional US Small Cap Value ETF by 20.3% in the fourth quarter. Focus Partners Wealth now owns 4,310,926 shares of the company’s stock valued at $141,786,000 after purchasing an additional 728,129 shares during the last quarter. Finally, Harbour Investments Inc. acquired a new stake in shares of Dimensional US Small Cap Value ETF during the fourth quarter valued at about $22,526,000.

Dimensional US Small Cap Value ETF Trading Down 0.9%

Shares of DFSV stock opened at $39.52 on Friday. The firm has a market capitalization of $8.13 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03. The business’s 50-day moving average price is $38.10 and its 200-day moving average price is $36.49. Dimensional US Small Cap Value ETF has a 12 month low of $28.86 and a 12 month high of $39.95.

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.