Waterway Wealth Management LLC Decreases Position in Dimensional US Small Cap Value ETF $DFSV

Waterway Wealth Management LLC lessened its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 90.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 47,083 shares of the company’s stock after selling 448,781 shares during the quarter. Dimensional US Small Cap Value ETF makes up approximately 0.3% of Waterway Wealth Management LLC’s portfolio, making the stock its 28th biggest holding. Waterway Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,499,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of DFSV. Kondo Wealth Advisors Inc. lifted its position in shares of Dimensional US Small Cap Value ETF by 5.2% during the 2nd quarter. Kondo Wealth Advisors Inc. now owns 9,926 shares of the company’s stock valued at $300,000 after buying an additional 490 shares during the last quarter. V2 Financial group LLC increased its holdings in Dimensional US Small Cap Value ETF by 0.7% in the 2nd quarter. V2 Financial group LLC now owns 71,574 shares of the company’s stock worth $2,106,000 after acquiring an additional 503 shares during the last quarter. Lodestone Wealth Management LLC raised its stake in Dimensional US Small Cap Value ETF by 2.2% in the 2nd quarter. Lodestone Wealth Management LLC now owns 24,326 shares of the company’s stock valued at $716,000 after acquiring an additional 526 shares during the period. Austin Wealth Management LLC lifted its holdings in Dimensional US Small Cap Value ETF by 3.2% during the third quarter. Austin Wealth Management LLC now owns 17,116 shares of the company’s stock valued at $541,000 after purchasing an additional 531 shares during the last quarter. Finally, Investmark Advisory Group LLC lifted its holdings in Dimensional US Small Cap Value ETF by 1.3% during the third quarter. Investmark Advisory Group LLC now owns 42,959 shares of the company’s stock valued at $1,368,000 after purchasing an additional 532 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.2%

DFSV opened at $37.10 on Tuesday. The company has a market capitalization of $6.96 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. The firm has a 50-day moving average price of $34.26 and a 200-day moving average price of $32.51. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $37.26.

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.