EP Wealth Advisors LLC Buys 150,811 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

EP Wealth Advisors LLC grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,572,574 shares of the company’s stock after purchasing an additional 150,811 shares during the quarter. Dimensional US Small Cap Value ETF makes up 1.0% of EP Wealth Advisors LLC’s portfolio, making the stock its 22nd biggest position. EP Wealth Advisors LLC owned 4.41% of Dimensional US Small Cap Value ETF worth $74,913,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Avantax Advisory Services Inc. purchased a new position in shares of Dimensional US Small Cap Value ETF in the 3rd quarter worth approximately $243,000. American Investment Services Inc. grew its position in shares of Dimensional US Small Cap Value ETF by 17.0% in the 3rd quarter. American Investment Services Inc. now owns 79,006 shares of the company’s stock worth $2,002,000 after buying an additional 11,488 shares during the last quarter. Kestra Advisory Services LLC grew its position in shares of Dimensional US Small Cap Value ETF by 39.1% in the 3rd quarter. Kestra Advisory Services LLC now owns 54,945 shares of the company’s stock worth $1,392,000 after buying an additional 15,444 shares during the last quarter. Hill Investment Group Partners LLC grew its position in shares of Dimensional US Small Cap Value ETF by 6.1% in the 3rd quarter. Hill Investment Group Partners LLC now owns 268,963 shares of the company’s stock worth $6,816,000 after buying an additional 15,397 shares during the last quarter. Finally, Graves Light Lenhart Wealth Inc. grew its position in shares of Dimensional US Small Cap Value ETF by 30.2% in the 3rd quarter. Graves Light Lenhart Wealth Inc. now owns 16,628 shares of the company’s stock worth $410,000 after buying an additional 3,858 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA:DFSV traded down $0.52 during trading hours on Friday, hitting $28.14. 468,859 shares of the company were exchanged, compared to its average volume of 425,330. The stock has a market capitalization of $2.81 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 52-week low of $23.54 and a 52-week high of $30.27. The company’s 50 day moving average price is $29.07 and its 200-day moving average price is $28.68.

About Dimensional US Small Cap Value ETF

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.