Coldstream Capital Management Inc. Sells 65,926 Shares of Dimensional US Small Cap Value ETF $DFSV

Coldstream Capital Management Inc. cut its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 2.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,194,002 shares of the company’s stock after selling 65,926 shares during the quarter. Dimensional US Small Cap Value ETF makes up 0.9% of Coldstream Capital Management Inc.’s portfolio, making the stock its 26th largest position. Coldstream Capital Management Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $72,161,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DFSV. Concord Wealth Partners lifted its position in Dimensional US Small Cap Value ETF by 149.0% during the 4th quarter. Concord Wealth Partners now owns 991 shares of the company’s stock worth $33,000 after buying an additional 593 shares in the last quarter. Sound Income Strategies LLC bought a new stake in Dimensional US Small Cap Value ETF during the 4th quarter worth about $44,000. DecisionPoint Financial LLC lifted its position in Dimensional US Small Cap Value ETF by 104.7% during the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock worth $52,000 after buying an additional 827 shares in the last quarter. Coston McIsaac & Partners lifted its position in Dimensional US Small Cap Value ETF by 154.3% during the 4th quarter. Coston McIsaac & Partners now owns 1,686 shares of the company’s stock worth $55,000 after buying an additional 1,023 shares in the last quarter. Finally, Oakworth Capital Inc. bought a new stake in shares of Dimensional US Small Cap Value ETF in the 3rd quarter valued at about $56,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV stock opened at $37.42 on Friday. The firm’s 50-day moving average is $36.11 and its 200-day moving average is $34.82. The stock has a market cap of $7.45 billion, a price-to-earnings ratio of 11.87 and a beta of 1.06. Dimensional US Small Cap Value ETF has a 52-week low of $27.51 and a 52-week high of $38.03.

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.