Gradient Capital Advisors LLC Boosts Stake in Dimensional US Small Cap Value ETF $DFSV

Gradient Capital Advisors LLC raised its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSVFree Report) by 9.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 197,631 shares of the company’s stock after acquiring an additional 17,255 shares during the period. Dimensional US Small Cap Value ETF makes up about 1.7% of Gradient Capital Advisors LLC’s investment portfolio, making the stock its 19th largest position. Gradient Capital Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $6,500,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Concord Wealth Partners grew its position in Dimensional US Small Cap Value ETF by 149.0% during the fourth quarter. Concord Wealth Partners now owns 991 shares of the company’s stock worth $33,000 after buying an additional 593 shares in the last quarter. Sound Income Strategies LLC purchased a new position in Dimensional US Small Cap Value ETF during the fourth quarter worth about $44,000. DecisionPoint Financial LLC grew its position in Dimensional US Small Cap Value ETF by 104.7% during the third quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after buying an additional 827 shares in the last quarter. Coston McIsaac & Partners grew its position in Dimensional US Small Cap Value ETF by 154.3% during the fourth quarter. Coston McIsaac & Partners now owns 1,686 shares of the company’s stock worth $55,000 after buying an additional 1,023 shares in the last quarter. Finally, Oakworth Capital Inc. purchased a new position in Dimensional US Small Cap Value ETF during the third quarter worth about $56,000.

Dimensional US Small Cap Value ETF Stock Up 0.7%

Dimensional US Small Cap Value ETF stock opened at $37.42 on Friday. Dimensional US Small Cap Value ETF has a 52 week low of $27.51 and a 52 week high of $38.03. The business has a 50-day simple moving average of $36.11 and a 200 day simple moving average of $34.82. The stock has a market cap of $7.45 billion, a price-to-earnings ratio of 11.87 and a beta of 1.06.

Dimensional US Small Cap Value ETF Profile

(Free Report)

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.

Featured Articles

Want to see what other hedge funds are holding DFSV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dimensional US Small Cap Value ETF (NYSEARCA:DFSVFree Report).

Institutional Ownership by Quarter for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Receive News & Ratings for Dimensional US Small Cap Value ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dimensional US Small Cap Value ETF and related companies with MarketBeat.com's FREE daily email newsletter.