Cogent Private Wealth Inc. Takes $592,000 Position in Dimensional US Small Cap Value ETF $DFSV

Cogent Private Wealth Inc. acquired a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 18,014 shares of the company’s stock, valued at approximately $592,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in DFSV. Savant Capital LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 20.0% in the fourth quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock valued at $528,976,000 after purchasing an additional 2,682,169 shares during the period. Coldstream Capital Management Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 70.2% in the third quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock valued at $71,956,000 after purchasing an additional 932,459 shares during the period. Envestnet Asset Management Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 63.0% in the third quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock valued at $64,327,000 after purchasing an additional 780,636 shares during the period. Corient Private Wealth LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 15.3% in the second quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock valued at $171,177,000 after purchasing an additional 770,497 shares during the period. Finally, Integrity Advisory Solutions LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the third quarter valued at about $22,783,000.

Dimensional US Small Cap Value ETF Trading Up 0.1%

Shares of DFSV opened at $37.73 on Tuesday. The stock has a market cap of $7.51 billion, a P/E ratio of 11.87 and a beta of 1.06. The company has a 50-day moving average of $36.53 and a two-hundred day moving average of $35.11. Dimensional US Small Cap Value ETF has a 12-month low of $27.80 and a 12-month high of $38.06.

Dimensional US Small Cap Value ETF Profile

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.