Exencial Wealth Advisors LLC Has $41.57 Million Position in Dimensional US Small Cap Value ETF $DFSV

Exencial Wealth Advisors LLC raised its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 12.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,412,631 shares of the company’s stock after purchasing an additional 155,665 shares during the period. Dimensional US Small Cap Value ETF accounts for approximately 1.5% of Exencial Wealth Advisors LLC’s investment portfolio, making the stock its 12th biggest position. Exencial Wealth Advisors LLC owned approximately 0.87% of Dimensional US Small Cap Value ETF worth $41,574,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Mustard Seed Financial LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 11.8% in the second quarter. Mustard Seed Financial LLC now owns 44,856 shares of the company’s stock valued at $1,320,000 after acquiring an additional 4,744 shares in the last quarter. Willow Creek Wealth Management Inc. lifted its position in Dimensional US Small Cap Value ETF by 170.1% during the second quarter. Willow Creek Wealth Management Inc. now owns 41,282 shares of the company’s stock worth $1,215,000 after purchasing an additional 25,998 shares during the period. XY Planning Network Inc. lifted its position in Dimensional US Small Cap Value ETF by 110.4% during the second quarter. XY Planning Network Inc. now owns 143,039 shares of the company’s stock worth $4,210,000 after purchasing an additional 75,044 shares during the period. Janney Montgomery Scott LLC lifted its position in Dimensional US Small Cap Value ETF by 8.6% during the first quarter. Janney Montgomery Scott LLC now owns 17,863 shares of the company’s stock worth $503,000 after purchasing an additional 1,418 shares during the period. Finally, L.K. Benson & Company P.C. lifted its position in Dimensional US Small Cap Value ETF by 8.0% during the second quarter. L.K. Benson & Company P.C. now owns 8,197 shares of the company’s stock worth $241,000 after purchasing an additional 609 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 0.5%

DFSV stock opened at $31.84 on Wednesday. The stock has a market capitalization of $5.42 billion, a P/E ratio of 11.87 and a beta of 1.05. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $34.23. The firm has a 50-day moving average price of $31.92 and a 200-day moving average price of $29.72.

Dimensional US Small Cap Value ETF 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.