Dimensional US Small Cap Value ETF $DFSV Shares Acquired by McMill Wealth Management

McMill Wealth Management increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSVFree Report) by 12.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 132,420 shares of the company’s stock after buying an additional 14,962 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 1.2% of McMill Wealth Management’s holdings, making the stock its 20th biggest holding. McMill Wealth Management owned about 0.07% of Dimensional US Small Cap Value ETF worth $4,355,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. boosted its position in 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 valued at $3,001,000 after buying an additional 37,056 shares during the last quarter. EverSource Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the second quarter worth about $180,000. Brown Advisory Inc. increased its position in shares of 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 worth $686,000 after acquiring an additional 5,421 shares during the last quarter. Raymond James Financial Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 8.3% in the second quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock worth $43,590,000 after acquiring an additional 113,860 shares in the last quarter. Finally, Sentinel Wealth Management Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF in the second quarter worth about $6,882,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $38.14 on Friday. The company has a market capitalization of $7.59 billion, a P/E ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a one year low of $28.53 and a one year high of $39.33. The stock has a 50-day moving average price of $37.38 and a 200 day moving average price of $35.71.

About Dimensional US Small Cap Value ETF

(Free Report)

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.

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Institutional Ownership by Quarter for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

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