CarsonAllaria Wealth Management Ltd. Has $620,000 Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

CarsonAllaria Wealth Management Ltd. boosted its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,131 shares of the company’s stock after purchasing an additional 499 shares during the period. CarsonAllaria Wealth Management Ltd.’s holdings in Dimensional US Small Cap Value ETF were worth $620,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. JMG Financial Group Ltd. increased its stake in shares of Dimensional US Small Cap Value ETF by 6.0% in the third quarter. JMG Financial Group Ltd. now owns 5,202,502 shares of the company’s stock valued at $160,237,000 after buying an additional 295,075 shares during the period. Mather Group LLC. increased its position in Dimensional US Small Cap Value ETF by 40.6% during the 4th quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock valued at $128,502,000 after purchasing an additional 1,204,884 shares during the period. Pathstone Holdings LLC raised its holdings in Dimensional US Small Cap Value ETF by 159.2% during the 3rd quarter. Pathstone Holdings LLC now owns 2,694,212 shares of the company’s stock worth $82,978,000 after purchasing an additional 1,654,905 shares during the last quarter. Modera Wealth Management LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 9.2% in the 3rd quarter. Modera Wealth Management LLC now owns 2,565,849 shares of the company’s stock worth $79,028,000 after purchasing an additional 216,965 shares during the period. Finally, Ritholtz Wealth Management boosted its stake in shares of Dimensional US Small Cap Value ETF by 3.9% in the 4th quarter. Ritholtz Wealth Management now owns 2,109,077 shares of the company’s stock valued at $64,917,000 after purchasing an additional 78,559 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Up 1.4 %

Shares of NYSEARCA DFSV opened at $31.57 on Wednesday. The company has a market capitalization of $3.15 billion, a PE ratio of 8.86 and a beta of 1.13. The firm has a fifty day simple moving average of $31.69 and a 200 day simple moving average of $31.06. Dimensional US Small Cap Value ETF has a twelve month low of $27.51 and a twelve month high of $34.23.

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.