Root Financial Partners LLC Reduces Stock Position in Dimensional US Small Cap Value ETF $DFSV

Root Financial Partners LLC reduced its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 15.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 521,248 shares of the company’s stock after selling 96,238 shares during the period. Dimensional US Small Cap Value ETF makes up about 0.8% of Root Financial Partners LLC’s holdings, making the stock its 18th largest holding. Root Financial Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $18,265,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Goldman Sachs Group Inc. raised its stake in shares of 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 period. EverSource Wealth Advisors LLC bought a new position in Dimensional US Small Cap Value ETF in the 2nd quarter worth about $180,000. Brown Advisory Inc. boosted its stake in Dimensional US Small Cap Value ETF by 30.3% in the 2nd quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock worth $686,000 after purchasing an additional 5,421 shares during the period. Raymond James Financial Inc. grew its holdings 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 buying an additional 113,860 shares in the last quarter. Finally, Sentinel Wealth Management Inc. purchased a new position in Dimensional US Small Cap Value ETF during the 2nd quarter valued at about $6,882,000.

Dimensional US Small Cap Value ETF Stock Down 0.1%

Shares of DFSV opened at $38.76 on Thursday. The business’s 50-day moving average price is $37.74 and its 200-day moving average price is $36.06. Dimensional US Small Cap Value ETF has a twelve month low of $28.86 and a twelve month high of $39.33. The stock has a market cap of $7.91 billion, a PE ratio of 11.87 and a beta of 1.03.

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.