LSV Disciplined Value ETF $LSVD Shares Acquired by Beta Wealth Group Inc.

Beta Wealth Group Inc. increased its stake in shares of LSV Disciplined Value ETF (NYSEARCA:LSVD) by 52.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 261,523 shares of the company’s stock after buying an additional 90,029 shares during the quarter. LSV Disciplined Value ETF comprises approximately 3.2% of Beta Wealth Group Inc.’s investment portfolio, making the stock its 9th biggest holding. Beta Wealth Group Inc. owned 1.41% of LSV Disciplined Value ETF worth $7,661,000 at the end of the most recent reporting period.

Separately, Citadel Advisors LLC acquired a new stake in LSV Disciplined Value ETF during the 3rd quarter worth about $426,000.

LSV Disciplined Value ETF Stock Performance

LSV Disciplined Value ETF stock opened at $34.44 on Tuesday. The business’s 50-day simple moving average is $34.40 and its two-hundred day simple moving average is $31.96. The company has a market cap of $637.83 million, a PE ratio of 17.18 and a beta of 1.05. LSV Disciplined Value ETF has a fifty-two week low of $25.68 and a fifty-two week high of $35.33.

LSV Disciplined Value ETF Company Profile

The LSV Disciplined Value ETF (LSVD) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of global equity securities considered to be exhibiting value characteristics. LSVD was launched on Dec 17, 2024 and is issued by LSV.