Forum Financial Management LP Has $4.51 Million Position in Dimensional US Small Cap Value ETF $DFSV

Forum Financial Management LP lessened its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 15.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 141,766 shares of the company’s stock after selling 25,525 shares during the period. Forum Financial Management LP’s holdings in Dimensional US Small Cap Value ETF were worth $4,514,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in DFSV. Savant Capital LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 25.5% in the second quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock worth $346,468,000 after acquiring an additional 2,393,673 shares during the period. Cerity Partners LLC raised its holdings in Dimensional US Small Cap Value ETF by 225.3% during the 2nd quarter. Cerity Partners LLC now owns 3,035,274 shares of the company’s stock worth $89,328,000 after purchasing an additional 2,102,092 shares during the last quarter. Mather Group LLC. raised its holdings in Dimensional US Small Cap Value ETF by 29.0% during the 2nd quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock worth $190,198,000 after purchasing an additional 1,452,290 shares during the last quarter. Vestmark Advisory Solutions Inc. lifted its position 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 worth $78,618,000 after purchasing an additional 1,441,690 shares during the period. Finally, Coldstream Capital Management Inc. boosted its stake in shares of Dimensional US Small Cap Value ETF by 611,636.9% in the 2nd quarter. Coldstream Capital Management Inc. now owns 1,327,469 shares of the company’s stock valued at $39,067,000 after purchasing an additional 1,327,252 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Up 0.6%

DFSV opened at $34.63 on Friday. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $34.75. The company has a fifty day moving average of $32.64 and a 200-day moving average of $31.76. The stock has a market cap of $6.31 billion, a PE 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.