Heirloom Wealth Management Purchases 2,581 Shares of Dimensional US Small Cap Value ETF $DFSV

Heirloom Wealth Management lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 37,776 shares of the company’s stock after acquiring an additional 2,581 shares during the quarter. Dimensional US Small Cap Value ETF makes up 0.3% of Heirloom Wealth Management’s investment portfolio, making the stock its 26th largest position. Heirloom Wealth Management’s holdings in Dimensional US Small Cap Value ETF were worth $1,112,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Hurley Capital LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 7.5% during the 1st quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock worth $153,000 after acquiring an additional 380 shares during the period. Kondo Wealth Advisors Inc. grew its stake 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 worth $300,000 after acquiring an additional 490 shares during the period. Level Financial Advisors grew its stake in shares of Dimensional US Small Cap Value ETF by 0.6% during the 2nd quarter. Level Financial Advisors now owns 92,765 shares of the company’s stock worth $2,730,000 after acquiring an additional 540 shares during the period. L.K. Benson & Company P.C. grew its stake in shares of Dimensional US Small Cap Value ETF by 8.0% during the 2nd quarter. L.K. Benson & Company P.C. now owns 8,197 shares of the company’s stock worth $241,000 after acquiring an additional 609 shares during the period. Finally, Wealthfront Advisers LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 1.1% during the 1st quarter. Wealthfront Advisers LLC now owns 73,262 shares of the company’s stock worth $2,062,000 after acquiring an additional 803 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

DFSV stock opened at $32.13 on Friday. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $34.23. The stock has a fifty day moving average of $31.96 and a 200-day moving average of $29.87. The company has a market capitalization of $5.52 billion, a price-to-earnings ratio of 11.87 and a beta of 1.05.

About Dimensional US Small Cap Value ETF

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.