Blue Trust Inc. Has $3.98 Million Position in Dimensional US Small Cap Value ETF $DFSV

Blue Trust Inc. boosted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 17.9% during the first quarter, HoldingsChannel.com reports. The fund owned 113,668 shares of the company’s stock after purchasing an additional 17,233 shares during the period. Blue Trust Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $3,983,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. Aspen Capital Management LLC lifted its stake in Dimensional US Small Cap Value ETF by 1.4% during the first quarter. Aspen Capital Management LLC now owns 280,152 shares of the company’s stock worth $9,817,000 after purchasing an additional 3,813 shares during the period. RFG Advisory LLC boosted its holdings in Dimensional US Small Cap Value ETF by 3.9% during the first quarter. RFG Advisory LLC now owns 364,867 shares of the company’s stock valued at $12,785,000 after purchasing an additional 13,675 shares in the last quarter. Apella Capital LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 759.6% in the 1st quarter. Apella Capital LLC now owns 428,670 shares of the company’s stock valued at $15,882,000 after purchasing an additional 378,802 shares during the period. Discipline Wealth Solutions LLC raised its holdings in shares of Dimensional US Small Cap Value ETF by 17.9% in the 1st quarter. Discipline Wealth Solutions LLC now owns 220,818 shares of the company’s stock worth $7,737,000 after buying an additional 33,516 shares in the last quarter. Finally, AdvisorNet Financial Inc raised its holdings in shares of Dimensional US Small Cap Value ETF by 4.4% in the 1st quarter. AdvisorNet Financial Inc now owns 337,032 shares of the company’s stock worth $11,810,000 after buying an additional 14,166 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Dimensional US Small Cap Value ETF stock opened at $38.38 on Thursday. The business has a 50 day simple moving average of $37.53 and a 200 day simple moving average of $35.87. The company has a market capitalization of $7.64 billion, a PE ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a one year low of $28.86 and a one year high of $39.33.

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.