GeoWealth Management LLC Has $1.12 Million Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

GeoWealth Management LLC increased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 60.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 36,421 shares of the company’s stock after purchasing an additional 13,680 shares during the period. GeoWealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,121,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in DFSV. Sanctuary Advisors LLC purchased a new position in shares of Dimensional US Small Cap Value ETF during the third quarter valued at $226,000. JPMorgan Chase & Co. grew its stake in Dimensional US Small Cap Value ETF by 5.1% during the 3rd quarter. JPMorgan Chase & Co. now owns 283,598 shares of the company’s stock valued at $8,735,000 after acquiring an additional 13,674 shares in the last quarter. Park Avenue Securities LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 262.1% in the 4th quarter. Park Avenue Securities LLC now owns 31,354 shares of the company’s stock valued at $965,000 after purchasing an additional 22,696 shares during the period. Merit Financial Group LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF in the fourth quarter worth approximately $263,000. Finally, Physician Wealth Advisors Inc. boosted its holdings in shares of Dimensional US Small Cap Value ETF by 14.5% during the fourth quarter. Physician Wealth Advisors Inc. now owns 25,643 shares of the company’s stock worth $789,000 after purchasing an additional 3,252 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Dimensional US Small Cap Value ETF stock opened at $25.65 on Friday. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $34.23. The firm has a market cap of $3.82 billion, a PE ratio of 11.69 and a beta of 1.14. The firm’s 50 day moving average price is $28.23 and its two-hundred day moving average price is $30.43.

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.