Dimensional US Small Cap Value ETF $DFSV Stock Position Cut by Waterway Wealth Management LLC

Waterway Wealth Management LLC decreased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 63.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,720 shares of the company’s stock after selling 28,887 shares during the period. Waterway Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $586,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Savant Capital LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 20.0% in the fourth quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock valued at $528,976,000 after acquiring an additional 2,682,169 shares in the last quarter. Corient Private Wealth LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 41.9% during the fourth quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock valued at $240,036,000 after acquiring an additional 2,154,893 shares during the period. EP Wealth Advisors LLC bought a new stake in Dimensional US Small Cap Value ETF during the fourth quarter worth approximately $50,585,000. Coldstream Capital Management Inc. raised its holdings in 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 purchasing an additional 932,459 shares in the last quarter. Finally, Focus Partners Wealth lifted its position in Dimensional US Small Cap Value ETF by 20.3% in the fourth quarter. Focus Partners Wealth now owns 4,310,926 shares of the company’s stock worth $141,786,000 after purchasing an additional 728,129 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of NYSEARCA DFSV opened at $38.68 on Friday. The stock has a fifty day moving average price of $37.58 and a two-hundred day moving average price of $35.90. The firm has a market cap of $7.70 billion, a P/E ratio of 11.87 and a beta of 1.04. Dimensional US Small Cap Value ETF has a 1 year low of $28.86 and a 1 year high of $39.33.

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.