McMill Wealth Management Has $3.74 Million Stock Position in Dimensional US Small Cap Value ETF $DFSV

McMill Wealth Management boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 18.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 117,458 shares of the company’s stock after acquiring an additional 18,108 shares during the period. Dimensional US Small Cap Value ETF accounts for 1.1% of McMill Wealth Management’s investment portfolio, making the stock its 21st largest holding. McMill Wealth Management owned about 0.07% of Dimensional US Small Cap Value ETF worth $3,740,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently added to or reduced their stakes in DFSV. JPMorgan Chase & Co. lifted its position in shares of Dimensional US Small Cap Value ETF by 15.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 390,715 shares of the company’s stock worth $12,440,000 after purchasing an additional 52,328 shares during the period. PNC Financial Services Group Inc. raised its stake in Dimensional US Small Cap Value ETF by 16.7% during the third quarter. PNC Financial Services Group Inc. now owns 8,019 shares of the company’s stock worth $255,000 after buying an additional 1,147 shares during the last quarter. HighTower Advisors LLC lifted its holdings in Dimensional US Small Cap Value ETF by 5.1% in the third quarter. HighTower Advisors LLC now owns 879,951 shares of the company’s stock valued at $28,018,000 after buying an additional 42,750 shares during the period. Hanover Advisors Inc. boosted its position in Dimensional US Small Cap Value ETF by 10.6% during the third quarter. Hanover Advisors Inc. now owns 16,405 shares of the company’s stock valued at $522,000 after acquiring an additional 1,576 shares during the last quarter. Finally, Krilogy Financial LLC grew its holdings in Dimensional US Small Cap Value ETF by 7.2% during the 3rd quarter. Krilogy Financial LLC now owns 556,533 shares of the company’s stock worth $17,481,000 after acquiring an additional 37,153 shares during the period.

Dimensional US Small Cap Value ETF Trading Up 0.9%

DFSV stock opened at $36.93 on Monday. The firm has a market cap of $6.93 billion, a PE ratio of 11.87 and a beta of 1.13. The stock has a 50-day moving average price of $34.58 and a 200-day moving average price of $32.69. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $37.64.

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.