Dimensional US Small Cap Value ETF $DFSV Shares Sold by True Wealth Design LLC

True Wealth Design LLC reduced its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 63,932 shares of the company’s stock after selling 3,186 shares during the period. Dimensional US Small Cap Value ETF comprises approximately 0.7% of True Wealth Design LLC’s holdings, making the stock its 16th largest holding. True Wealth Design LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,882,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in DFSV. Valued Wealth Advisors LLC increased its stake in Dimensional US Small Cap Value ETF by 10.2% during the second quarter. Valued Wealth Advisors LLC now owns 23,254 shares of the company’s stock valued at $684,000 after purchasing an additional 2,159 shares during the last quarter. AE Wealth Management LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 404.1% in the 2nd quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock valued at $101,000 after buying an additional 2,756 shares during the period. Vestmark Advisory Solutions Inc. boosted its holdings in shares of Dimensional US Small Cap Value ETF by 117.2% in the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 2,671,340 shares of the company’s stock valued at $78,618,000 after buying an additional 1,441,690 shares during the period. Savant Capital LLC grew its position in shares of Dimensional US Small Cap Value ETF by 25.5% during the 2nd quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock valued at $346,468,000 after buying an additional 2,393,673 shares during the last quarter. Finally, Summit Wealth Group LLC raised its stake in Dimensional US Small Cap Value ETF by 555.1% during the second quarter. Summit Wealth Group LLC now owns 117,453 shares of the company’s stock worth $3,457,000 after acquiring an additional 99,523 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 1.0%

Shares of NYSEARCA DFSV opened at $31.38 on Friday. The firm’s 50-day moving average price is $31.90 and its two-hundred day moving average price is $30.28. Dimensional US Small Cap Value ETF has a 52-week low of $23.80 and a 52-week high of $34.23. The stock has a market capitalization of $5.42 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.