Acorn Wealth Advisors LLC Has $5 Million Position in Dimensional US Small Cap Value ETF $DFSV

Acorn Wealth Advisors LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 63.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 152,128 shares of the company’s stock after purchasing an additional 58,991 shares during the period. Dimensional US Small Cap Value ETF accounts for about 1.5% of Acorn Wealth Advisors LLC’s portfolio, making the stock its 13th biggest holding. Acorn Wealth Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $5,003,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Bayshore Asset Management LLC increased its holdings in Dimensional US Small Cap Value ETF by 72.5% in the 4th quarter. Bayshore Asset Management LLC now owns 82,000 shares of the company’s stock worth $2,697,000 after purchasing an additional 34,461 shares in the last quarter. Sensenig Capital Advisors Inc acquired a new position in Dimensional US Small Cap Value ETF in the 4th quarter worth about $656,000. Dakota Wealth Management acquired a new position in Dimensional US Small Cap Value ETF in the 4th quarter worth about $2,157,000. Evanson Asset Management LLC increased its holdings in Dimensional US Small Cap Value ETF by 7.8% in the 4th quarter. Evanson Asset Management LLC now owns 1,027,169 shares of the company’s stock worth $33,784,000 after purchasing an additional 74,470 shares in the last quarter. Finally, Apella Capital LLC increased its holdings in Dimensional US Small Cap Value ETF by 101.5% in the 4th quarter. Apella Capital LLC now owns 49,868 shares of the company’s stock worth $1,640,000 after purchasing an additional 25,121 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Down 0.6%

Shares of DFSV stock opened at $37.70 on Friday. The stock has a market cap of $7.50 billion, a price-to-earnings ratio of 11.87 and a beta of 1.06. The stock has a 50-day moving average of $36.46 and a 200-day moving average of $35.04. Dimensional US Small Cap Value ETF has a 1-year low of $27.80 and a 1-year high of $38.06.

About Dimensional US Small Cap Value ETF

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.