Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) is Physician Wealth Solutions Inc.’s 5th Largest Position

Physician Wealth Solutions Inc. trimmed its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 0.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 452,198 shares of the company’s stock after selling 3,092 shares during the quarter. Dimensional US Small Cap Value ETF accounts for approximately 7.0% of Physician Wealth Solutions Inc.’s investment portfolio, making the stock its 5th biggest position. Physician Wealth Solutions Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $13,919,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Scratch Capital LLC purchased a new position in Dimensional US Small Cap Value ETF during the 4th quarter valued at about $1,014,000. Jones Financial Companies Lllp boosted its holdings in Dimensional US Small Cap Value ETF by 48.4% during the 4th quarter. Jones Financial Companies Lllp now owns 59,652 shares of the company’s stock valued at $1,836,000 after acquiring an additional 19,449 shares during the period. Modera Wealth Management LLC boosted its holdings in Dimensional US Small Cap Value ETF by 12.4% during the 4th quarter. Modera Wealth Management LLC now owns 2,883,089 shares of the company’s stock valued at $88,741,000 after acquiring an additional 317,240 shares during the period. Hanover Advisors Inc. boosted its holdings in Dimensional US Small Cap Value ETF by 5.9% during the 4th quarter. Hanover Advisors Inc. now owns 15,508 shares of the company’s stock valued at $477,000 after acquiring an additional 861 shares during the period. Finally, Waterway Wealth Management LLC boosted its holdings in Dimensional US Small Cap Value ETF by 4.0% during the 4th quarter. Waterway Wealth Management LLC now owns 477,669 shares of the company’s stock valued at $14,703,000 after acquiring an additional 18,307 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $29.27 on Tuesday. The stock has a 50-day simple moving average of $31.11 and a 200-day simple moving average of $31.17. The stock has a market capitalization of $4.17 billion, a PE ratio of 12.84 and a beta of 1.15. Dimensional US Small Cap Value ETF has a 1 year low of $27.75 and a 1 year high of $34.23.

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.