Dimensional US Small Cap Value ETF $DFSV Stake Reduced by Waterway Wealth Management LLC

Waterway Wealth Management LLC trimmed its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 63.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,720 shares of the company’s stock after selling 28,887 shares during the quarter. Waterway Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $586,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Goldman Sachs Group Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 53.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after purchasing an additional 37,056 shares during the last quarter. EverSource Wealth Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter worth approximately $180,000. Brown Advisory Inc. lifted its stake in Dimensional US Small Cap Value ETF by 30.3% during the second quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock valued at $686,000 after purchasing an additional 5,421 shares during the last quarter. Raymond James Financial Inc. lifted its stake in Dimensional US Small Cap Value ETF by 8.3% during the second quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock valued at $43,590,000 after purchasing an additional 113,860 shares during the last quarter. Finally, Sentinel Wealth Management Inc. bought a new stake in Dimensional US Small Cap Value ETF during the second quarter worth approximately $6,882,000.

Dimensional US Small Cap Value ETF Stock Performance

Dimensional US Small Cap Value ETF stock opened at $38.68 on Friday. The firm has a market cap of $7.70 billion, a price-to-earnings ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a 1 year low of $28.86 and a 1 year high of $39.33. The firm’s 50 day moving average price is $37.58 and its two-hundred day moving average price is $35.90.

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.