EP Wealth Advisors LLC Has $56.03 Million Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

EP Wealth Advisors LLC lowered its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,903,813 shares of the company’s stock after selling 124,544 shares during the period. EP Wealth Advisors LLC owned 1.18% of Dimensional US Small Cap Value ETF worth $56,029,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. AE Wealth Management LLC raised its position in shares of Dimensional US Small Cap Value ETF by 404.1% during the second quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after purchasing an additional 2,756 shares during the period. EverSource Wealth Advisors LLC bought a new stake in Dimensional US Small Cap Value ETF during the 2nd quarter valued at $180,000. Hurley Capital LLC raised its holdings in Dimensional US Small Cap Value ETF by 14.3% during the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock worth $183,000 after buying an additional 777 shares during the last quarter. Mills Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the second quarter worth $200,000. Finally, Sutton Place Investors LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the second quarter valued at $204,000.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA:DFSV opened at $33.76 on Friday. Dimensional US Small Cap Value ETF has a one year low of $23.80 and a one year high of $34.21. The company has a market cap of $5.83 billion, a PE ratio of 11.87 and a beta of 1.13. The firm has a 50-day moving average of $31.89 and a 200-day moving average of $31.07.

Dimensional US Small Cap Value ETF Company 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.