Parkwoods Wealth Partners LLC Increases Stock Holdings in Dimensional US Small Cap Value ETF $DFSV

Parkwoods Wealth Partners LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 493.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 148,318 shares of the company’s stock after purchasing an additional 123,322 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 1.6% of Parkwoods Wealth Partners LLC’s portfolio, making the stock its 10th biggest holding. Parkwoods Wealth Partners LLC owned approximately 0.09% of Dimensional US Small Cap Value ETF worth $4,722,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Savant Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 25.5% during the second quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock worth $346,468,000 after buying an additional 2,393,673 shares in the last quarter. Mather Group LLC. grew its stake in shares of Dimensional US Small Cap Value ETF by 29.0% in the second quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock valued at $190,198,000 after acquiring an additional 1,452,290 shares in the last quarter. Corient Private Wealth LLC increased its position in Dimensional US Small Cap Value ETF by 15.3% during the second quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock worth $171,177,000 after acquiring an additional 770,497 shares during the period. Ritholtz Wealth Management raised its stake in Dimensional US Small Cap Value ETF by 31.0% in the 2nd quarter. Ritholtz Wealth Management now owns 3,210,827 shares of the company’s stock worth $94,495,000 after purchasing an additional 758,884 shares in the last quarter. Finally, Cerity Partners LLC raised its stake in Dimensional US Small Cap Value ETF by 225.3% in the 2nd quarter. Cerity Partners LLC now owns 3,035,274 shares of the company’s stock worth $89,328,000 after purchasing an additional 2,102,092 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.1%

Shares of NYSEARCA:DFSV opened at $33.33 on Monday. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $34.21. The company’s 50 day moving average price is $32.06 and its two-hundred day moving average price is $31.29. The firm has a market cap of $5.76 billion, a PE ratio of 11.87 and a beta of 1.13.

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.