Modera Wealth Management LLC Has $96.83 Million Holdings in Dimensional US Small Cap Value ETF $DFSV

Modera Wealth Management LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,763,501 shares of the company’s stock after purchasing an additional 103,055 shares during the period. Dimensional US Small Cap Value ETF accounts for 1.2% of Modera Wealth Management LLC’s holdings, making the stock its 21st biggest holding. Modera Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $96,833,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. GeoWealth Management LLC increased its holdings in Dimensional US Small Cap Value ETF by 1.9% in the fourth quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock valued at $504,000 after purchasing an additional 284 shares during the period. Lutz Financial Services LLC grew its position in shares of Dimensional US Small Cap Value ETF by 2.5% in the 4th quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock valued at $398,000 after buying an additional 293 shares during the last quarter. Valued Wealth Advisors LLC grew its position in shares of Dimensional US Small Cap Value ETF by 1.3% in the 4th quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock valued at $775,000 after buying an additional 307 shares during the last quarter. Ruedi Wealth Management Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 0.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after buying an additional 321 shares during the period. Finally, Verisail Partners LLC raised its position in shares of Dimensional US Small Cap Value ETF by 2.1% during the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock worth $541,000 after acquiring an additional 338 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Dimensional US Small Cap Value ETF stock opened at $39.52 on Friday. The stock’s 50 day moving average is $38.10 and its 200 day moving average is $36.49. Dimensional US Small Cap Value ETF has a one year low of $28.86 and a one year high of $39.95. The firm has a market cap of $8.13 billion, a P/E ratio of 11.87 and a beta of 1.03.

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.