Tortoise Investment Management LLC Boosts Stock Position in Dimensional US Small Cap Value ETF $DFSV

Tortoise Investment Management LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 279,622 shares of the company’s stock after purchasing an additional 15,554 shares during the quarter. Tortoise Investment Management LLC owned approximately 0.15% of Dimensional US Small Cap Value ETF worth $9,197,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Savant Capital LLC increased its holdings in Dimensional US Small Cap Value ETF by 13.8% during the 3rd quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock worth $426,688,000 after purchasing an additional 1,628,432 shares during the last quarter. Mather Group LLC. increased its holdings in Dimensional US Small Cap Value ETF by 1.6% during the 4th quarter. Mather Group LLC. now owns 6,616,180 shares of the company’s stock worth $217,606,000 after purchasing an additional 105,207 shares during the last quarter. Corient Private Wealth LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 15.3% in the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock valued at $171,177,000 after acquiring an additional 770,497 shares during the last quarter. JMG Financial Group Ltd. increased its holdings in shares of Dimensional US Small Cap Value ETF by 3.4% in the 3rd quarter. JMG Financial Group Ltd. now owns 5,613,124 shares of the company’s stock valued at $178,722,000 after acquiring an additional 183,092 shares during the last quarter. Finally, Ritholtz Wealth Management increased its holdings in shares of Dimensional US Small Cap Value ETF by 4.9% in the 4th quarter. Ritholtz Wealth Management now owns 3,618,411 shares of the company’s stock valued at $119,010,000 after acquiring an additional 168,712 shares during the last quarter.

Dimensional US Small Cap Value ETF Trading Up 0.8%

Shares of NYSEARCA DFSV opened at $36.76 on Tuesday. Dimensional US Small Cap Value ETF has a twelve month low of $27.51 and a twelve month high of $38.03. The company has a market capitalization of $7.32 billion, a price-to-earnings ratio of 11.87 and a beta of 1.06. The business has a 50 day simple moving average of $35.92 and a 200-day simple moving average of $34.68.

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.