Perigon Wealth Management LLC Buys 16,771 Shares of Dimensional US Small Cap Value ETF $DFSV

Perigon Wealth Management LLC lifted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 457,656 shares of the company’s stock after buying an additional 16,771 shares during the period. Perigon Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $15,052,000 at the end of the most recent quarter.

Several other institutional investors have also bought and sold shares of the stock. 25 LLC raised its position in Dimensional US Small Cap Value ETF by 2.3% in the 4th quarter. 25 LLC now owns 16,011 shares of the company’s stock valued at $527,000 after buying an additional 366 shares during the last quarter. V2 Financial group LLC lifted its stake in Dimensional US Small Cap Value ETF by 0.7% during the 2nd quarter. V2 Financial group LLC now owns 71,574 shares of the company’s stock valued at $2,106,000 after acquiring an additional 503 shares in the last quarter. Hurley Capital LLC boosted its holdings in Dimensional US Small Cap Value ETF by 8.3% during the 3rd quarter. Hurley Capital LLC now owns 6,739 shares of the company’s stock worth $215,000 after acquiring an additional 519 shares during the last quarter. Austin Wealth Management LLC boosted its holdings in Dimensional US Small Cap Value ETF by 3.2% during the 3rd quarter. Austin Wealth Management LLC now owns 17,116 shares of the company’s stock worth $541,000 after acquiring an additional 531 shares during the last quarter. Finally, Investmark Advisory Group LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 1.3% in the 3rd quarter. Investmark Advisory Group LLC now owns 42,959 shares of the company’s stock worth $1,368,000 after acquiring an additional 532 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV stock opened at $35.21 on Friday. The firm has a 50-day moving average of $35.59 and a 200-day moving average of $33.62. The company has a market cap of $6.83 billion, a P/E ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a one year low of $23.80 and a one year high of $37.64.

Dimensional US Small Cap Value ETF Company 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.