Ritholtz Wealth Management Increases Stock Position in Dimensional US Small Cap Value ETF $DFSV

Ritholtz Wealth Management raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,449,699 shares of the company’s stock after purchasing an additional 238,872 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 2.1% of Ritholtz Wealth Management’s holdings, making the stock its 13th biggest holding. Ritholtz Wealth Management owned approximately 2.01% of Dimensional US Small Cap Value ETF worth $109,838,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Savant Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 25.5% during the 2nd quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock worth $346,468,000 after acquiring an additional 2,393,673 shares during the last quarter. Mather Group LLC. raised its position in Dimensional US Small Cap Value ETF by 0.7% during the third quarter. Mather Group LLC. now owns 6,510,973 shares of the company’s stock valued at $207,309,000 after purchasing an additional 48,244 shares in the last quarter. Corient Private Wealth LLC raised 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 valued at $171,177,000 after purchasing an additional 770,497 shares in the last quarter. Cerity Partners LLC lifted its stake in Dimensional US Small Cap Value ETF by 13.9% during the third quarter. Cerity Partners LLC now owns 3,458,191 shares of the company’s stock worth $110,109,000 after purchasing an additional 422,917 shares during the last quarter. Finally, Vestmark Advisory Solutions Inc. boosted its holdings in shares of Dimensional US Small Cap Value ETF by 117.2% in the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 2,671,340 shares of the company’s stock worth $78,618,000 after purchasing an additional 1,441,690 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Up 1.1%

Shares of NYSEARCA DFSV opened at $35.15 on Friday. The stock’s 50-day moving average is $32.92 and its 200 day moving average is $31.89. The stock has a market cap of $6.43 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $35.22.

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.