Wealth Enhancement Advisory Services LLC Reduces Stock Position in Dimensional US Small Cap Value ETF $DFSV

Wealth Enhancement Advisory Services LLC decreased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 980,120 shares of the company’s stock after selling 20,088 shares during the quarter. Wealth Enhancement Advisory Services LLC owned approximately 0.54% of Dimensional US Small Cap Value ETF worth $33,510,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Goldman Sachs Group Inc. increased its holdings in Dimensional US Small Cap Value ETF by 53.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock valued at $3,001,000 after purchasing an additional 37,056 shares during the period. Rockefeller Capital Management L.P. grew its position in shares of Dimensional US Small Cap Value ETF by 24.1% in the 2nd quarter. Rockefeller Capital Management L.P. now owns 62,709 shares of the company’s stock worth $1,846,000 after buying an additional 12,197 shares during the last quarter. JPMorgan Chase & Co. increased its stake in shares of Dimensional US Small Cap Value ETF by 2.5% during the second quarter. JPMorgan Chase & Co. now owns 338,387 shares of the company’s stock valued at $9,959,000 after buying an additional 8,307 shares during the period. MAI Capital Management increased its stake in shares of Dimensional US Small Cap Value ETF by 3.6% during the second quarter. MAI Capital Management now owns 65,770 shares of the company’s stock valued at $1,936,000 after buying an additional 2,295 shares during the period. Finally, AlphaCore Capital LLC raised its holdings in shares of Dimensional US Small Cap Value ETF by 29.7% during the second quarter. AlphaCore Capital LLC now owns 21,462 shares of the company’s stock valued at $632,000 after acquiring an additional 4,910 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Up 2.1%

Shares of Dimensional US Small Cap Value ETF stock opened at $34.48 on Tuesday. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $37.64. The company has a market cap of $6.47 billion, a P/E ratio of 11.87 and a beta of 1.13. The company’s fifty day simple moving average is $35.61 and its two-hundred day simple moving average is $33.49.

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.