Diversified Portfolios Inc. Grows Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Diversified Portfolios Inc. grew its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 11.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 592,314 shares of the company’s stock after acquiring an additional 59,249 shares during the period. Dimensional US Small Cap Value ETF accounts for approximately 1.7% of Diversified Portfolios Inc.’s portfolio, making the stock its 15th largest holding. Diversified Portfolios Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $18,859,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Savant Capital LLC grew its position in shares of Dimensional US Small Cap Value ETF by 25.5% in the second quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock valued at $346,468,000 after purchasing an additional 2,393,673 shares in the last quarter. Cerity Partners LLC lifted its holdings in Dimensional US Small Cap Value ETF by 225.3% during the 2nd quarter. Cerity Partners LLC now owns 3,035,274 shares of the company’s stock worth $89,328,000 after purchasing an additional 2,102,092 shares in the last quarter. Vestmark Advisory Solutions Inc. boosted its stake in Dimensional US Small Cap Value ETF by 117.2% in the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 2,671,340 shares of the company’s stock worth $78,618,000 after purchasing an additional 1,441,690 shares during the period. Coldstream Capital Management Inc. grew its holdings in Dimensional US Small Cap Value ETF by 611,636.9% during the 2nd quarter. Coldstream Capital Management Inc. now owns 1,327,469 shares of the company’s stock valued at $39,067,000 after buying an additional 1,327,252 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its holdings in Dimensional US Small Cap Value ETF by 63.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock valued at $64,327,000 after buying an additional 780,636 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Up 0.5%

Shares of Dimensional US Small Cap Value ETF stock opened at $36.14 on Thursday. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $37.64. The company has a market cap of $6.78 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. The company’s 50-day moving average price is $35.40 and its 200-day moving average price is $33.25.

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.