Dimensional US Small Cap Value ETF $DFSV is Avant Financial Advisors LLC’s 3rd Largest Position

Avant Financial Advisors LLC lifted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.0% during the 1st quarter, HoldingsChannel reports. The firm owned 330,577 shares of the company’s stock after acquiring an additional 15,729 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 8.1% of Avant Financial Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Avant Financial Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $11,583,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in 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 worth $528,976,000 after acquiring an additional 2,682,169 shares in the last quarter. Corient Private Wealth LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 41.9% during the 4th quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock valued at $240,036,000 after acquiring an additional 2,154,893 shares during the last quarter. Mather Group LLC. grew its holdings in shares of Dimensional US Small Cap Value ETF by 1.6% in the fourth quarter. Mather Group LLC. now owns 6,616,180 shares of the company’s stock valued at $217,606,000 after purchasing an additional 105,207 shares in the last quarter. JMG Financial Group Ltd. grew its holdings in shares of Dimensional US Small Cap Value ETF by 3.9% in the fourth quarter. JMG Financial Group Ltd. now owns 5,832,420 shares of the company’s stock valued at $191,828,000 after purchasing an additional 219,296 shares in the last quarter. Finally, Focus Partners Wealth increased 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 worth $141,786,000 after purchasing an additional 728,129 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $38.89 on Monday. The stock has a market capitalization of $7.74 billion, a PE ratio of 11.87 and a beta of 1.04. The company’s fifty day moving average is $37.63 and its 200 day moving average is $35.95. Dimensional US Small Cap Value ETF has a fifty-two week low of $28.86 and a fifty-two week high of $39.33.

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.