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

CarsonAllaria Wealth Management Ltd. raised its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 20,131 shares of the company’s stock after buying an additional 499 shares during the quarter. 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.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Mather Group LLC. lifted its position in Dimensional US Small Cap Value ETF by 40.6% in the 4th quarter. Mather Group LLC. now owns 4,174,854 shares of the company’s stock valued at $128,502,000 after acquiring an additional 1,204,884 shares in the last quarter. Kathleen S. Wright Associates Inc. raised its stake in shares of Dimensional US Small Cap Value ETF by 3.9% in the 4th quarter. Kathleen S. Wright Associates Inc. now owns 32,314 shares of the company’s stock valued at $999,000 after purchasing an additional 1,200 shares during the period. Grunden Financial Advisory Inc. lifted its holdings in shares of Dimensional US Small Cap Value ETF by 4.4% in the fourth quarter. Grunden Financial Advisory Inc. now owns 415,776 shares of the company’s stock valued at $12,798,000 after purchasing an additional 17,486 shares in the last quarter. Archer Investment Management LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $318,000. Finally, GEN Financial Management INC. bought a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter worth about $547,000.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $31.57 on Wednesday. Dimensional US Small Cap Value ETF has a 52 week low of $27.51 and a 52 week high of $34.23. The stock’s 50 day moving average price is $31.69 and its two-hundred day moving average price is $31.06. The stock has a market capitalization of $3.15 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13.

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.