Dimensional US Small Cap Value ETF $DFSV Stock Holdings Cut by Corient Private Wealth LP

Corient Private Wealth LP cut its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 55.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 3,243,839 shares of the company’s stock after selling 4,094,154 shares during the quarter. Corient Private Wealth LP owned 1.57% of Dimensional US Small Cap Value ETF worth $125,829,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently modified their holdings of DFSV. BDFS Capital LLC acquired a new stake in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $841,000. Kane Co Wealth Management Inc. bought a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter valued at about $4,523,000. Waterford Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter worth approximately $10,063,000. Navigate Wealth Management LLC acquired a new position in shares of Dimensional US Small Cap Value ETF in the 1st quarter worth approximately $8,694,000. Finally, Brookstone Capital Management raised its holdings in shares of Dimensional US Small Cap Value ETF by 49.2% in the 1st quarter. Brookstone Capital Management now owns 57,172 shares of the company’s stock worth $2,003,000 after purchasing an additional 18,863 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA DFSV opened at $39.75 on Friday. Dimensional US Small Cap Value ETF has a 12 month low of $30.32 and a 12 month high of $40.95. The company has a market capitalization of $8.22 billion, a P/E ratio of 11.87 and a beta of 1.03. The company’s 50 day simple moving average is $39.81 and its 200 day simple moving average is $37.81.

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.