Apella Capital LLC Increases Holdings in Dimensional US Small Cap Value ETF $DFSV

Apella Capital LLC lifted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 759.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 428,670 shares of the company’s stock after buying an additional 378,802 shares during the period. Apella Capital LLC’s holdings in Dimensional US Small Cap Value ETF were worth $15,882,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Savant Capital LLC raised 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 buying an additional 2,682,169 shares during the period. Corient Private Wealth LLC boosted 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 acquiring an additional 2,154,893 shares during the period. EP Wealth Advisors LLC acquired a new stake in Dimensional US Small Cap Value ETF in the fourth quarter valued at approximately $50,585,000. Coldstream Capital Management Inc. grew its position in Dimensional US Small Cap Value ETF by 70.2% in the third quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock valued at $71,956,000 after acquiring an additional 932,459 shares in the last quarter. Finally, Focus Partners Wealth grew 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 acquiring an additional 728,129 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Up 0.8%

DFSV opened at $38.38 on Thursday. The company has a fifty day simple moving average of $37.53 and a 200 day simple moving average of $35.87. The firm has a market cap of $7.64 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a twelve month low of $28.86 and a twelve month high of $39.33.

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.