Dimensional US Small Cap Value ETF $DFSV Shares Sold by Private Wealth Management Group LLC

Private Wealth Management Group LLC lessened its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 8.9% in the first quarter, HoldingsChannel.com reports. The firm owned 337,899 shares of the company’s stock after selling 32,936 shares during the quarter. Dimensional US Small Cap Value ETF accounts for 3.1% of Private Wealth Management Group LLC’s portfolio, making the stock its 12th largest position. Private Wealth Management Group LLC’s holdings in Dimensional US Small Cap Value ETF were worth $11,840,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. BDFS Capital LLC purchased a new stake in Dimensional US Small Cap Value ETF during the fourth quarter worth $841,000. Apella Capital LLC grew its holdings in Dimensional US Small Cap Value ETF by 101.5% in the fourth quarter. Apella Capital LLC now owns 49,868 shares of the company’s stock valued at $1,640,000 after purchasing an additional 25,121 shares during the last quarter. Rather & Kittrell Inc. increased its position in shares of Dimensional US Small Cap Value ETF by 5.2% in the fourth quarter. Rather & Kittrell Inc. now owns 681,209 shares of the company’s stock valued at $22,405,000 after buying an additional 33,608 shares in the last quarter. Bayshore Asset Management LLC increased its position in shares of Dimensional US Small Cap Value ETF by 72.5% in the fourth quarter. Bayshore Asset Management LLC now owns 82,000 shares of the company’s stock valued at $2,697,000 after buying an additional 34,461 shares in the last quarter. Finally, Dakota Wealth Management purchased a new position in shares of Dimensional US Small Cap Value ETF in the fourth quarter valued at $2,157,000.

Dimensional US Small Cap Value ETF Stock Down 0.2%

NYSEARCA:DFSV opened at $38.80 on Tuesday. Dimensional US Small Cap Value ETF has a 52-week low of $28.86 and a 52-week high of $39.33. The stock has a fifty day simple moving average of $37.68 and a 200-day simple moving average of $35.99. The company has a market capitalization of $7.72 billion, a PE ratio of 11.87 and a beta of 1.04.

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.