Bank of Montreal Can Has $20.13 Million Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Bank of Montreal Can lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 655,596 shares of the company’s stock after purchasing an additional 38,931 shares during the quarter. Bank of Montreal Can owned approximately 0.66% of Dimensional US Small Cap Value ETF worth $20,127,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of DFSV. Physician Wealth Advisors Inc. increased its holdings in Dimensional US Small Cap Value ETF by 1.6% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock valued at $692,000 after buying an additional 352 shares during the period. Heirloom Wealth Management increased its stake in Dimensional US Small Cap Value ETF by 1.2% in the third quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock valued at $1,030,000 after acquiring an additional 402 shares during the period. HFG Advisors Inc. lifted its stake in Dimensional US Small Cap Value ETF by 1.4% during the third quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock worth $1,217,000 after purchasing an additional 538 shares during the period. Sprinkle Financial Consultants LLC lifted its stake in Dimensional US Small Cap Value ETF by 2.6% during the second quarter. Sprinkle Financial Consultants LLC now owns 22,764 shares of the company’s stock worth $655,000 after purchasing an additional 568 shares during the period. Finally, Aspire Private Capital LLC boosted its holdings in Dimensional US Small Cap Value ETF by 8.0% during the second quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock valued at $224,000 after purchasing an additional 580 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Up 0.3 %

Shares of DFSV opened at $33.56 on Friday. The stock has a market cap of $3.35 billion, a PE ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 1 year low of $25.92 and a 1 year high of $34.23. The stock has a 50 day simple moving average of $31.40 and a 200-day simple moving average of $30.23.

About Dimensional US Small Cap Value ETF

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.