279,065 Shares in Dimensional US Small Cap Value ETF $DFSV Bought by Waterford Advisors LLC

Waterford Advisors LLC purchased a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 279,065 shares of the company’s stock, valued at approximately $10,063,000. Dimensional US Small Cap Value ETF makes up 3.9% of Waterford Advisors LLC’s holdings, making the stock its 8th largest holding. Waterford Advisors LLC owned 0.15% of Dimensional US Small Cap Value ETF as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Goldman Sachs Group Inc. lifted its position in shares of Dimensional US Small Cap Value ETF by 53.3% in the first quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock valued at $3,001,000 after acquiring an additional 37,056 shares in the last quarter. EverSource Wealth Advisors LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF during the second quarter worth about $180,000. Brown Advisory Inc. raised 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 period. Raymond James Financial Inc. raised 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 period. Finally, Sentinel Wealth Management Inc. bought a new stake in Dimensional US Small Cap Value ETF during the 2nd quarter valued at approximately $6,882,000.

Dimensional US Small Cap Value ETF Trading Up 0.8%

NYSEARCA DFSV opened at $38.14 on Friday. Dimensional US Small Cap Value ETF has a 12 month low of $28.53 and a 12 month high of $39.33. The stock has a market cap of $7.59 billion, a PE ratio of 11.87 and a beta of 1.04. The stock’s 50 day moving average is $37.38 and its 200 day moving average is $35.71.

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.