Global Trust Wealth Management LLC Takes $750,000 Position in Dimensional US Small Cap Value ETF $DFSV

Global Trust Wealth Management LLC bought a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 22,793 shares of the company’s stock, valued at approximately $750,000.

A number of other institutional investors have also recently modified their holdings of DFSV. Savant Capital LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 13.8% during the 3rd quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock valued at $426,688,000 after acquiring an additional 1,628,432 shares during the period. Coldstream Capital Management Inc. lifted its position in shares of Dimensional US Small Cap Value ETF by 70.2% during the 3rd quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock valued at $71,956,000 after acquiring an additional 932,459 shares during the period. Envestnet Asset Management Inc. lifted its position in shares of Dimensional US Small Cap Value ETF by 63.0% during the 3rd quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock valued at $64,327,000 after acquiring an additional 780,636 shares during the period. Corient Private Wealth LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 15.3% during the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock valued at $171,177,000 after acquiring an additional 770,497 shares during the period. Finally, Integrity Advisory Solutions LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 3rd quarter valued at $22,783,000.

Dimensional US Small Cap Value ETF Trading Down 0.4%

Shares of Dimensional US Small Cap Value ETF stock opened at $37.13 on Wednesday. The company has a 50 day moving average of $35.71 and a 200-day moving average of $34.02. Dimensional US Small Cap Value ETF has a 1-year low of $25.36 and a 1-year high of $37.64. The company has a market cap of $7.31 billion, a PE ratio of 11.87 and a beta of 1.09.

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.