Keyvantage Wealth LLC Sells 119,744 Shares of Dimensional US Small Cap Value ETF $DFSV

Keyvantage Wealth LLC lessened its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 69.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 53,274 shares of the company’s stock after selling 119,744 shares during the period. Dimensional US Small Cap Value ETF makes up about 0.7% of Keyvantage Wealth LLC’s investment portfolio, making the stock its 23rd largest holding. Keyvantage Wealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,752,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in DFSV. Goldman Sachs Group Inc. boosted its stake 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 valued at $3,001,000 after purchasing an additional 37,056 shares during the last quarter. EverSource Wealth Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF during the 2nd quarter valued at $180,000. Brown Advisory Inc. boosted its stake in Dimensional US Small Cap Value ETF by 30.3% during the 2nd quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock valued at $686,000 after purchasing an additional 5,421 shares during the last quarter. Raymond James Financial Inc. boosted its stake in Dimensional US Small Cap Value ETF by 8.3% during the 2nd quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock valued at $43,590,000 after purchasing an additional 113,860 shares during the last quarter. Finally, Sentinel Wealth Management Inc. purchased a new stake in Dimensional US Small Cap Value ETF during the 2nd quarter valued at $6,882,000.

Dimensional US Small Cap Value ETF Trading Down 0.6%

Shares of DFSV opened at $37.70 on Friday. The business’s fifty day simple moving average is $36.46 and its two-hundred day simple moving average is $35.04. Dimensional US Small Cap Value ETF has a 12 month low of $27.80 and a 12 month high of $38.06. The company has a market cap of $7.50 billion, a price-to-earnings ratio of 11.87 and a beta of 1.06.

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.