Dimensional US Small Cap Value ETF $DFSV Stock Holdings Raised by Private Wealth Management Group LLC

Private Wealth Management Group LLC lifted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 1.8% during the second quarter, HoldingsChannel reports. The institutional investor owned 404,590 shares of the company’s stock after purchasing an additional 7,328 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 4.0% of Private Wealth Management Group LLC’s holdings, making the stock its 8th biggest holding. Private Wealth Management Group LLC’s holdings in Dimensional US Small Cap Value ETF were worth $11,907,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Hurley Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 7.5% in the first quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock worth $153,000 after buying an additional 380 shares in the last quarter. Kondo Wealth Advisors Inc. raised its stake in Dimensional US Small Cap Value ETF by 5.2% in the second quarter. Kondo Wealth Advisors Inc. now owns 9,926 shares of the company’s stock valued at $300,000 after purchasing an additional 490 shares in the last quarter. Level Financial Advisors raised its stake in Dimensional US Small Cap Value ETF by 0.6% in the second quarter. Level Financial Advisors now owns 92,765 shares of the company’s stock valued at $2,730,000 after purchasing an additional 540 shares in the last quarter. L.K. Benson & Company P.C. raised its stake in Dimensional US Small Cap Value ETF by 8.0% in the second quarter. L.K. Benson & Company P.C. now owns 8,197 shares of the company’s stock valued at $241,000 after purchasing an additional 609 shares in the last quarter. Finally, Wealthfront Advisers LLC raised its stake in Dimensional US Small Cap Value ETF by 1.1% in the first quarter. Wealthfront Advisers LLC now owns 73,262 shares of the company’s stock valued at $2,062,000 after purchasing an additional 803 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV opened at $31.17 on Friday. The firm’s 50 day simple moving average is $31.86 and its 200 day simple moving average is $29.63. The company has a market capitalization of $5.31 billion, a P/E ratio of 11.87 and a beta of 1.05. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $34.23.

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.