Stratos Investment Management LLC Has $768,000 Stock Position in Dimensional US Small Cap Value ETF $DFSV

Stratos Investment Management LLC cut its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 47.6% in the third quarter, Holdings Channel reports. The institutional investor owned 24,132 shares of the company’s stock after selling 21,909 shares during the quarter. Stratos Investment Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $768,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Goldman Sachs Group Inc. grew its position in Dimensional US Small Cap Value ETF by 53.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after acquiring an additional 37,056 shares during the last quarter. IFP Advisors Inc grew its holdings in shares of Dimensional US Small Cap Value ETF by 1,239.2% during the second quarter. IFP Advisors Inc now owns 8,464 shares of the company’s stock worth $249,000 after purchasing an additional 7,832 shares during the last quarter. Delap Wealth Advisory LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the second quarter valued at $1,437,000. Sterling Financial Planning Inc. increased its stake in shares of Dimensional US Small Cap Value ETF by 19.2% in the second quarter. Sterling Financial Planning Inc. now owns 277,710 shares of the company’s stock valued at $8,173,000 after buying an additional 44,782 shares in the last quarter. Finally, Ritholtz Wealth Management raised its holdings in shares of Dimensional US Small Cap Value ETF by 31.0% in the second quarter. Ritholtz Wealth Management now owns 3,210,827 shares of the company’s stock valued at $94,495,000 after buying an additional 758,884 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Up 0.5%

Shares of NYSEARCA:DFSV opened at $37.27 on Thursday. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $37.59. The company’s 50-day moving average price is $34.43 and its two-hundred day moving average price is $32.58. The firm has a market cap of $6.99 billion, a P/E ratio of 11.87 and a beta of 1.13.

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.