Dimensional - US Small Cap Value ETF·Financial Services

Sensenig Capital Advisors Inc purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 19,938 shares of the company's stock, valued at approximately $656,000. Dimensional US Small Cap

SC&H Financial Advisors Inc. lowered its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 39.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,479 shares of the company's stock after selling 36,147 shares during the quarter. SC&H

HBE Wealth Management LLC purchased a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 33,097 shares of the company's stock, valued at approximately $1,089,000. Dimensional US Small Cap Value

Foundation Wealth Management LLC PA increased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 19.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 400,037 shares of the company's stock after purchasing an additional 66,375 shares

Coldstream Capital Management Inc. grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 70.2% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,259,928 shares of the company's stock after acquiring an additional 932,459 shares during the quarter. Dimensional

CALF: Strategy Change Impact Still Positive For These Small/Mid-Cap Cash Cows
The portfolio, using a market capitalization weighted approach, is designed to purchase a broad and diverse group of the readily marketable securities of U.S. small cap companies that the Advisor determines to be value stocks. Under a market capitalization weighted approach, companies with higher market capitalizations generally represent a larger proportion of the portfolio than companies with relatively lower market capitalizations. As a non-fundamental policy, under normal circumstances, the portfolio will invest at least 80% of its net assets in securities of small cap U.S. companies.
Financial Services
Asset Management
2022-02-24
1.18
Market Peers





