Waterway Wealth Management LLC Sells 448,781 Shares of Dimensional US Small Cap Value ETF $DFSV

Waterway Wealth Management LLC cut its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 90.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 47,083 shares of the company’s stock after selling 448,781 shares during the quarter. Dimensional US Small Cap Value ETF accounts for approximately 0.3% of Waterway Wealth Management LLC’s holdings, making the stock its 28th biggest holding. Waterway Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,499,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Oakworth Capital Inc. purchased a new position in Dimensional US Small Cap Value ETF in the 3rd quarter worth $56,000. AE Wealth Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 404.1% in the second quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after buying an additional 2,756 shares during the period. EverSource Wealth Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $180,000. Hurley Capital LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 14.3% in the 2nd quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after acquiring an additional 777 shares during the last quarter. Finally, Mills Wealth Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF during the 2nd quarter valued at about $200,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $37.10 on Tuesday. Dimensional US Small Cap Value ETF has a 52-week low of $23.80 and a 52-week high of $37.26. The company’s 50 day moving average price is $34.26 and its 200-day moving average price is $32.51. The stock has a market capitalization of $6.96 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13.

Dimensional US Small Cap Value ETF Company 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.