Evanson Financial LLC Makes New $45 Million Investment in Dimensional US Small Cap Value ETF $DFSV

Evanson Financial LLC bought a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,160,147 shares of the company’s stock, valued at approximately $45,002,000. Dimensional US Small Cap Value ETF makes up about 2.2% of Evanson Financial LLC’s portfolio, making the stock its 16th largest holding. Evanson Financial LLC owned about 0.57% of Dimensional US Small Cap Value ETF as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. GeoWealth Management LLC boosted its stake in Dimensional US Small Cap Value ETF by 1.9% in the 4th quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock worth $504,000 after purchasing an additional 284 shares during the period. Lutz Financial Services LLC grew its position in Dimensional US Small Cap Value ETF by 2.5% during the 4th quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock worth $398,000 after purchasing an additional 293 shares in the last quarter. Valued Wealth Advisors LLC raised its stake in Dimensional US Small Cap Value ETF by 1.3% during the 4th quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock valued at $775,000 after purchasing an additional 307 shares during the period. Ruedi Wealth Management Inc. lifted its holdings in shares of Dimensional US Small Cap Value ETF by 0.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after purchasing an additional 321 shares in the last quarter. Finally, Verisail Partners LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 2.1% in the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock valued at $541,000 after purchasing an additional 338 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.5%

Shares of Dimensional US Small Cap Value ETF stock opened at $40.11 on Friday. The stock has a market cap of $8.30 billion, a PE ratio of 11.87 and a beta of 1.03. The business has a fifty day simple moving average of $38.83 and a 200-day simple moving average of $37.08. Dimensional US Small Cap Value ETF has a 12 month low of $29.60 and a 12 month high of $40.74.

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.