Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) is Private Wealth Management Group LLC’s 4th Largest Position

Private Wealth Management Group LLC cut its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 15.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 411,520 shares of the company’s stock after selling 73,642 shares during the period. Dimensional US Small Cap Value ETF makes up 4.8% of Private Wealth Management Group LLC’s investment portfolio, making the stock its 4th biggest holding. Private Wealth Management Group LLC’s holdings in Dimensional US Small Cap Value ETF were worth $12,667,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also modified their holdings of the stock. Hantz Financial Services Inc. grew its position in Dimensional US Small Cap Value ETF by 696.1% in the 4th quarter. Hantz Financial Services Inc. now owns 1,011 shares of the company’s stock valued at $31,000 after buying an additional 884 shares during the last quarter. Aptus Capital Advisors LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 687.8% in the 3rd quarter. Aptus Capital Advisors LLC now owns 2,899 shares of the company’s stock worth $89,000 after acquiring an additional 2,531 shares during the period. UMB Bank n.a. purchased a new stake in shares of Dimensional US Small Cap Value ETF in the fourth quarter valued at about $178,000. Acropolis Investment Management LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the third quarter worth about $188,000. Finally, Acorn Wealth Advisors LLC purchased a new position in Dimensional US Small Cap Value ETF during the third quarter worth about $206,000.

Dimensional US Small Cap Value ETF Trading Up 0.6 %

Shares of DFSV opened at $31.75 on Thursday. The stock’s 50 day moving average is $31.66 and its two-hundred day moving average is $31.06. Dimensional US Small Cap Value ETF has a twelve month low of $27.52 and a twelve month high of $34.23. The firm has a market capitalization of $3.17 billion, a PE ratio of 8.86 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.