Integrated Wealth Concepts LLC Decreases Holdings in Dimensional US Small Cap Value ETF $DFSV

Integrated Wealth Concepts LLC trimmed its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 25.9% during the second quarter, HoldingsChannel reports. The firm owned 68,602 shares of the company’s stock after selling 24,007 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Dimensional US Small Cap Value ETF were worth $2,661,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in DFSV. Lutz Financial Services LLC increased its holdings in Dimensional US Small Cap Value ETF by 2.5% during the fourth quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock worth $398,000 after buying an additional 293 shares during the last quarter. Ruedi Wealth Management Inc. boosted its stake in Dimensional US Small Cap Value ETF by 0.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after acquiring an additional 321 shares during the last quarter. Coston McIsaac & Partners boosted its stake in Dimensional US Small Cap Value ETF by 20.3% in the first quarter. Coston McIsaac & Partners now owns 2,029 shares of the company’s stock valued at $71,000 after acquiring an additional 343 shares during the last quarter. Arkadios Wealth Advisors grew its position in shares of Dimensional US Small Cap Value ETF by 3.7% during the 1st quarter. Arkadios Wealth Advisors now owns 10,405 shares of the company’s stock valued at $365,000 after acquiring an additional 367 shares during the period. Finally, Kestra Private Wealth Services LLC grew its position in shares of Dimensional US Small Cap Value ETF by 3.1% during the 1st quarter. Kestra Private Wealth Services LLC now owns 16,568 shares of the company’s stock valued at $581,000 after acquiring an additional 503 shares during the period.

Dimensional US Small Cap Value ETF Stock Down 0.5%

Shares of DFSV stock opened at $39.54 on Tuesday. The firm has a market cap of $8.18 billion, a P/E ratio of 11.87 and a beta of 1.03. The company has a 50 day moving average of $39.82 and a 200-day moving average of $37.85. Dimensional US Small Cap Value ETF has a 12-month low of $30.32 and a 12-month high of $40.95.

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.