Elevate Wealth Advisory Inc. Grows Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Elevate Wealth Advisory Inc. raised its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 18.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,889 shares of the company’s stock after purchasing an additional 1,548 shares during the quarter. Elevate Wealth Advisory Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $304,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Savant Capital LLC boosted its holdings in Dimensional US Small Cap Value ETF by 22.6% in the 4th quarter. Savant Capital LLC now owns 8,053,126 shares of the company’s stock worth $247,875,000 after buying an additional 1,483,483 shares during the period. JMG Financial Group Ltd. lifted its position in shares of Dimensional US Small Cap Value ETF by 4.5% in the fourth quarter. JMG Financial Group Ltd. now owns 5,438,365 shares of the company’s stock valued at $167,393,000 after acquiring an additional 235,863 shares in the last quarter. Mather Group LLC. grew its position in shares of Dimensional US Small Cap Value ETF by 40.6% during the fourth quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock worth $128,502,000 after purchasing an additional 1,204,884 shares in the last quarter. Corient Private Wealth LLC raised its stake in Dimensional US Small Cap Value ETF by 15.9% during the 4th quarter. Corient Private Wealth LLC now owns 3,975,533 shares of the company’s stock valued at $122,323,000 after purchasing an additional 545,416 shares during the period. Finally, Modera Wealth Management LLC lifted its holdings in Dimensional US Small Cap Value ETF by 12.4% in the 4th quarter. Modera Wealth Management LLC now owns 2,883,089 shares of the company’s stock worth $88,741,000 after purchasing an additional 317,240 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV opened at $28.82 on Thursday. Dimensional US Small Cap Value ETF has a 1 year low of $27.43 and a 1 year high of $34.23. The company has a 50 day simple moving average of $30.53 and a two-hundred day simple moving average of $31.00. The firm has a market cap of $4.19 billion, a P/E ratio of 12.74 and a beta of 1.15.

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.