EverSource Wealth Advisors LLC Raises Position in Dimensional US Small Cap Value ETF $DFSV

EverSource Wealth Advisors LLC boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSVFree Report) by 1,712.0% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 104,061 shares of the company’s stock after buying an additional 98,318 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $3,423,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DFSV. Goldman Sachs Group Inc. lifted its stake in Dimensional US Small Cap Value ETF by 53.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock valued at $3,001,000 after buying an additional 37,056 shares in the last quarter. Brown Advisory Inc. lifted its stake in Dimensional US Small Cap Value ETF by 30.3% in the 2nd quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock valued at $686,000 after buying an additional 5,421 shares in the last quarter. Raymond James Financial Inc. lifted its stake in Dimensional US Small Cap Value ETF by 8.3% in the 2nd quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock valued at $43,590,000 after buying an additional 113,860 shares in the last quarter. Sentinel Wealth Management Inc. purchased a new position in Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $6,882,000. Finally, Vista Capital Partners Inc. purchased a new position in Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $683,000.

Dimensional US Small Cap Value ETF Trading Up 0.7%

Shares of Dimensional US Small Cap Value ETF stock opened at $37.42 on Friday. The firm has a market capitalization of $7.45 billion, a PE ratio of 11.87 and a beta of 1.06. Dimensional US Small Cap Value ETF has a twelve month low of $27.51 and a twelve month high of $38.03. The firm’s 50-day moving average price is $36.11 and its 200 day moving average price is $34.82.

About Dimensional US Small Cap Value ETF

(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.

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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)

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