Modera Wealth Management LLC Has $88.74 Million Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Modera Wealth Management LLC lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 12.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,883,089 shares of the company’s stock after purchasing an additional 317,240 shares during the quarter. Dimensional US Small Cap Value ETF accounts for approximately 1.1% of Modera Wealth Management LLC’s investment portfolio, making the stock its 21st largest holding. Modera Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $88,741,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Pettinga Financial Advisors LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 2.7% during the 3rd quarter. Pettinga Financial Advisors LLC now owns 72,261 shares of the company’s stock worth $2,226,000 after buying an additional 1,916 shares during the period. Oceanside Advisors LLC raised its position in Dimensional US Small Cap Value ETF by 2.1% in the 3rd quarter. Oceanside Advisors LLC now owns 359,168 shares of the company’s stock valued at $11,062,000 after purchasing an additional 7,302 shares during the last quarter. Farther Finance Advisors LLC raised its position in Dimensional US Small Cap Value ETF by 103.5% in the 3rd quarter. Farther Finance Advisors LLC now owns 119,062 shares of the company’s stock valued at $3,667,000 after purchasing an additional 60,558 shares during the last quarter. Arista Wealth Management LLC raised its position in Dimensional US Small Cap Value ETF by 5.4% in the 3rd quarter. Arista Wealth Management LLC now owns 1,654,391 shares of the company’s stock valued at $50,955,000 after purchasing an additional 84,167 shares during the last quarter. Finally, Tobias Financial Advisors Inc. raised its position in Dimensional US Small Cap Value ETF by 11.6% in the 3rd quarter. Tobias Financial Advisors Inc. now owns 278,369 shares of the company’s stock valued at $8,574,000 after purchasing an additional 28,881 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $30.04 on Friday. The stock has a fifty day moving average price of $31.13 and a two-hundred day moving average price of $31.16. Dimensional US Small Cap Value ETF has a 52-week low of $27.75 and a 52-week high of $34.23. The company has a market cap of $4.28 billion, a price-to-earnings ratio of 12.84 and a beta of 1.15.

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.