Keyvantage Wealth LLC Reduces Stake in Dimensional US Small Cap Value ETF $DFSV

Keyvantage Wealth LLC lowered its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 69.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 53,274 shares of the company’s stock after selling 119,744 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 0.7% of Keyvantage Wealth LLC’s investment portfolio, making the stock its 23rd largest holding. Keyvantage Wealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,752,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Acorn Wealth Advisors LLC lifted its holdings in Dimensional US Small Cap Value ETF by 63.3% in the 4th quarter. Acorn Wealth Advisors LLC now owns 152,128 shares of the company’s stock worth $5,003,000 after buying an additional 58,991 shares during the period. Zhang Financial LLC lifted its holdings in Dimensional US Small Cap Value ETF by 1.0% in the 4th quarter. Zhang Financial LLC now owns 635,274 shares of the company’s stock worth $20,894,000 after buying an additional 6,399 shares during the period. Blueline Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 4th quarter worth approximately $31,000. Operose Advisors LLC lifted its holdings in Dimensional US Small Cap Value ETF by 9,530.3% in the 4th quarter. Operose Advisors LLC now owns 3,178 shares of the company’s stock worth $105,000 after buying an additional 3,145 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its holdings in Dimensional US Small Cap Value ETF by 4.0% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 67,979 shares of the company’s stock worth $2,236,000 after buying an additional 2,601 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $37.70 on Friday. Dimensional US Small Cap Value ETF has a fifty-two week low of $27.80 and a fifty-two week high of $38.06. The stock has a 50 day simple moving average of $36.46 and a two-hundred day simple moving average of $35.04. The stock has a market cap of $7.50 billion, a P/E ratio of 11.87 and a beta of 1.06.

Dimensional US Small Cap Value ETF 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.