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

Sequoia Financial Advisors LLC has made a new investment in the Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) during the third quarter, according to their latest 13F filing with the Securities & Exchange Commission. The investment firm acquired a total of 35,130 shares of the ETF, which is valued at approximately $1,082,000.

Several other hedge funds and institutional investors have also adjusted their positions in DFSV. For example, Wealthcare Advisory Partners LLC increased its stake in the Dimensional US Small Cap Value ETF by 5.8% in the first quarter and now owns 39,601 shares worth $1,192,000 after adding 2,180 shares. Similarly, Wealth Enhancement Advisory Services LLC raised its stake by 9.7%, holding 397,541 shares valued at $11,966,000 after purchasing an additional 35,232 shares.

Other notable investors include Kathleen S. Wright Associates Inc., which increased its shareholding by 85.1%, now owning 26,096 shares worth $775,000 after acquiring an additional 11,998 shares. Gradient Capital Advisors LLC also lifted its stake by 13.5%, owning 62,399 shares valued at $1,878,000 after acquiring 7,403 additional shares. Advisory Services & Investments LLC also reported a 2.0% increase in its stake, bringing their total to 209,501 shares valued at $6,306,000.

Dimensional US Small Cap Value ETF Stock Performance

As of Friday, NYSEARCA:DFSV opened at $30.41. The ETF has seen a low of $23.54 and a high of $32.29 over the past year. It has a market capitalization of $3.03 billion, a price-to-earnings ratio of 8.86, and a beta of 1.13, which indicates a slightly above-average volatility compared to the market.

Dimensional US Small Cap Value ETF Overview

The Dimensional US Small Cap Value ETF (DFSV) is an exchange-traded fund dedicated primarily to investing in small-cap U.S. companies. Its investment strategy is actively managed, focusing on a broad and diverse portfolio of small-cap stocks selected based on value characteristics and weighted by market capitalization. This ETF was launched on February 24, 2022, and is managed by Dimensional Fund Advisors.

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