Sequoia Financial Advisors LLC Invests in Dimensional US Small Cap Value ETF

Sequoia Financial Advisors LLC has taken a new step by acquiring a position in the Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the third quarter, as disclosed in the firm’s recent 13F filing with the Securities and Exchange Commission. The investment includes 35,130 shares of DFSV, with a total value of approximately $1,082,000.

Additionally, several other hedge funds and institutional investors have recently adjusted their stakes in DFSV. Wealthcare Advisory Partners LLC increased its investment in the Dimensional US Small Cap Value ETF by 5.8% in the first quarter, bringing its total to 39,601 shares worth $1,192,000 following an acquisition of 2,180 shares. Wealth Enhancement Advisory Services LLC also expanded its holdings by 9.7% during the same period, now owning 397,541 shares valued at $11,966,000 after adding 35,232 shares.

Furthermore, Kathleen S. Wright Associates Inc. significantly increased its shareholding by 85.1% in the first quarter, resulting in ownership of 26,096 shares worth $775,000 after acquiring an additional 11,998 shares. Similarly, Gradient Capital Advisors LLC raised its stake by 13.5%, now holding 62,399 shares valued at $1,878,000 after acquiring 7,403 shares. Advisory Services & Investments LLC also raised its stake by 2.0%, currently owning 209,501 shares worth $6,306,000.

Performance of Dimensional US Small Cap Value ETF

As of Friday, the Dimensional US Small Cap Value ETF opened at $30.41. The ETF has experienced a one-year low of $23.54 and a one-year high of $32.29. The 50-day simple moving average stands at $30.36, while the 200-day simple moving average is at $29.65. The ETF has a market capitalization of $3.03 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 focused primarily on small-cap stocks. This fund actively invests in a wide and varied collection of U.S. small-cap companies, with stock selection based on value characteristics and weighted according to market capitalization. DFSV was launched on February 24, 2022, and is managed by Dimensional.

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