Private Wealth Management Group LLC Lowers Holdings in Dimensional US Small Cap Value ETF $DFSV

Private Wealth Management Group LLC trimmed its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.7% in the 4th quarter, HoldingsChannel reports. The fund owned 370,835 shares of the company’s stock after selling 22,517 shares during the quarter. Dimensional US Small Cap Value ETF makes up approximately 3.3% of Private Wealth Management Group LLC’s holdings, making the stock its 11th biggest holding. Private Wealth Management Group LLC’s holdings in Dimensional US Small Cap Value ETF were worth $12,197,000 as of its most recent filing with the SEC.

Several other hedge funds also recently added to or reduced their stakes in DFSV. Savant Capital LLC grew its position in Dimensional US Small Cap Value ETF by 13.8% in the third quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock worth $426,688,000 after acquiring an additional 1,628,432 shares during the period. Coldstream Capital Management Inc. boosted its position in shares of Dimensional US Small Cap Value ETF by 70.2% during the third quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock worth $71,956,000 after buying an additional 932,459 shares during the period. Envestnet Asset Management Inc. boosted its position in shares of Dimensional US Small Cap Value ETF by 63.0% during the third quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock worth $64,327,000 after buying an additional 780,636 shares during the period. Corient Private Wealth LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 15.3% during the second quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock worth $171,177,000 after buying an additional 770,497 shares during the period. Finally, Integrity Advisory Solutions LLC purchased a new position in shares of Dimensional US Small Cap Value ETF during the third quarter worth $22,783,000.

Dimensional US Small Cap Value ETF Price Performance

DFSV opened at $36.14 on Monday. Dimensional US Small Cap Value ETF has a 52 week low of $24.52 and a 52 week high of $37.64. The business has a fifty day simple moving average of $35.68 and a 200-day simple moving average of $33.79. The firm has a market cap of $7.08 billion, a P/E ratio of 11.87 and a beta of 1.09.

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.