Advyzon Investment Management LLC Invests $2.69 Million in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Advyzon Investment Management LLC purchased a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 87,246 shares of the company’s stock, valued at approximately $2,685,000. Dimensional US Small Cap Value ETF makes up about 1.0% of Advyzon Investment Management LLC’s investment portfolio, making the stock its 18th biggest holding. Advyzon Investment Management LLC owned about 0.09% of Dimensional US Small Cap Value ETF as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in the stock. SNS Financial Group LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 0.7% in the 4th quarter. SNS Financial Group LLC now owns 79,164 shares of the company’s stock worth $2,437,000 after purchasing an additional 548 shares in the last quarter. Sterling Financial Planning Inc. boosted its position in shares of Dimensional US Small Cap Value ETF by 4.9% in the 4th quarter. Sterling Financial Planning Inc. now owns 204,677 shares of the company’s stock worth $6,300,000 after purchasing an additional 9,551 shares in the last quarter. Schubert & Co boosted its position in shares of Dimensional US Small Cap Value ETF by 1.5% in the 4th quarter. Schubert & Co now owns 45,793 shares of the company’s stock worth $1,410,000 after purchasing an additional 695 shares in the last quarter. Morton Brown Family Wealth LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 4th quarter worth approximately $140,000. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors bought a new stake in shares of Dimensional US Small Cap Value ETF in the 4th quarter worth approximately $8,444,000.

Dimensional US Small Cap Value ETF Stock Down 0.6 %

Shares of DFSV opened at $31.38 on Thursday. The business’s 50 day moving average price is $31.31 and its 200-day moving average price is $31.10. Dimensional US Small Cap Value ETF has a 52 week low of $27.75 and a 52 week high of $34.23. The stock has a market cap of $3.13 billion, a P/E ratio of 8.86 and a beta of 1.13.

Dimensional US Small Cap Value ETF 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.