SC&H Financial Advisors Inc. Has $1.79 Million Holdings in Dimensional US Small Cap Value ETF $DFSV

SC&H Financial Advisors Inc. cut its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 39.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 54,479 shares of the company’s stock after selling 36,147 shares during the period. SC&H Financial Advisors Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $1,792,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. DecisionPoint Financial LLC lifted its position in Dimensional US Small Cap Value ETF by 104.7% in the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after purchasing an additional 827 shares during the period. Oakworth Capital Inc. bought a new stake in Dimensional US Small Cap Value ETF in the 3rd quarter valued at $56,000. EverSource Wealth Advisors LLC bought a new stake in Dimensional US Small Cap Value ETF in the 2nd quarter valued at $180,000. Hurley Capital LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 14.3% in the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after buying an additional 777 shares in the last quarter. Finally, AE Wealth Management LLC raised its stake in shares of Dimensional US Small Cap Value ETF by 69.9% in the 3rd quarter. AE Wealth Management LLC now owns 5,842 shares of the company’s stock valued at $186,000 after buying an additional 2,404 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA:DFSV opened at $35.21 on Monday. The company has a 50-day moving average of $35.60 and a 200-day moving average of $33.66. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $37.64. The company has a market capitalization of $6.85 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13.

Dimensional US Small Cap Value ETF 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.