Dimensional - US Small Cap Value ETF (DFSV)
How Overweight Financials Could Benefit DFSV In A Higher Rate Environment
The DFA Dimensional US Small Cap Value ETF (DFSV) earns a 'Buy' rating for its active management, attractive valuation, and sector tilt. DFSV's portfolio emphasizes value and profitability, offering broad diversification with over 1,000 holdings and a 27.25% financials sector allocation. Valuation metrics are compelling: P/E of 11.43x, P/B of 1.22x, and expense ratio of 0.30%, making DFSV cost-effective among active peers.
Dimensional US Small Cap Value ETF $DFSV Shares Purchased by Farther Finance Advisors LLC
Farther Finance Advisors LLC increased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 53.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 406,031 shares of the company's stock after acquiring an additional 141,317 shares
Sensenig Capital Advisors Inc Buys Shares of 19,938 Dimensional US Small Cap Value ETF $DFSV
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. Has $1.79 Million Stock Position in Dimensional US Small Cap Value ETF $DFSV
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 Buys Shares of 33,097 Dimensional US Small Cap Value ETF $DFSV
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
Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Foundation Wealth Management LLC PA
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. Acquires 932,459 Shares of Dimensional US Small Cap Value ETF $DFSV
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
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BIP Wealth LLC Purchases 26,802 Shares of Dimensional US Small Cap Value ETF $DFSV
BIP Wealth LLC grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 132.2% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 47,071 shares of the company's stock after purchasing an additional 26,802 shares during the quarter. BIP Wealth
Sequoia Financial Advisors LLC Grows Position in Dimensional US Small Cap Value ETF $DFSV
Sequoia Financial Advisors LLC grew its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 356.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 131,593 shares of the company's stock after acquiring an additional
Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 14.5% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,617,452 shares of the company's stock after buying an additional 204,821 shares during
Dimensional US Small Cap Value ETF $DFSV Shares Sold by Commonwealth Equity Services LLC
Commonwealth Equity Services LLC reduced its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 30.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 544,973 shares of the company's stock after selling 233,359
Dimensional US Small Cap Value ETF $DFSV Shares Bought by Cerity Partners LLC
Cerity Partners LLC boosted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 13.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,458,191 shares of the company's stock after purchasing an additional 422,917 shares
DFSV: Superb Active Approach For Small-Cap Value Exposure
DFA Dimensional US Small Cap Value ETF offers diversified, rules-based exposure to US small-cap value stocks with a disciplined selection process. DFSV's active approach emphasizes low price-to-book ratios, excludes unprofitable firms, and maintains low turnover, resulting in a portfolio of over 1,000 holdings with a $3.8B average market cap. DFSV has outperformed the Russell 2000 Value Index on a risk-adjusted basis, and the ETF may do even better if interest rate cuts slow down in 2026.
Client 1ST Advisory Group LLC Grows Stake in Dimensional US Small Cap Value ETF $DFSV
Client 1ST Advisory Group LLC boosted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 27.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 120,542 shares of the company's stock after purchasing an additional
Founders Financial Securities LLC Grows Holdings in Dimensional US Small Cap Value ETF $DFSV
Founders Financial Securities LLC raised its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 117.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,471 shares of the company's stock after purchasing an
Baker Tilly Wealth Management LLC Buys New Shares in Dimensional US Small Cap Value ETF $DFSV
Baker Tilly Wealth Management LLC purchased a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 38,192 shares of the company's stock, valued at approximately $1,216,000. Other
Grant Private Wealth Management Inc Acquires New Stake in Dimensional US Small Cap Value ETF $DFSV
Grant Private Wealth Management Inc acquired a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 62,031 shares of the company's stock, valued at approximately $1,975,000.
Geneos Wealth Management Inc. Purchases 15,884 Shares of Dimensional US Small Cap Value ETF $DFSV
Geneos Wealth Management Inc. lifted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 484,377 shares of the company's stock after purchasing an additional 15,884 shares during the quarter.
Cary Street Partners Investment Advisory LLC Boosts Holdings in Dimensional US Small Cap Value ETF $DFSV
Cary Street Partners Investment Advisory LLC increased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 269.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,202 shares of the company's stock after purchasing an