Dimensional US Small Cap Value ETF $DFSV Holdings Lowered by Corient Private Wealth LP

Corient Private Wealth LP decreased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 55.8% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,243,839 shares of the company’s stock after selling 4,094,154 shares during the quarter. Corient Private Wealth LP’s holdings in Dimensional US Small Cap Value ETF were worth $125,829,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. GeoWealth Management LLC raised its holdings in Dimensional US Small Cap Value ETF by 1.9% during the 4th quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock worth $504,000 after buying an additional 284 shares during the period. Lutz Financial Services LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 2.5% in the fourth quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock worth $398,000 after buying an additional 293 shares during the period. Ruedi Wealth Management Inc. boosted its holdings in shares of Dimensional US Small Cap Value ETF by 0.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock worth $2,382,000 after buying an additional 321 shares during the period. Coston McIsaac & Partners boosted its holdings in shares of Dimensional US Small Cap Value ETF by 20.3% in the first quarter. Coston McIsaac & Partners now owns 2,029 shares of the company’s stock worth $71,000 after buying an additional 343 shares during the period. Finally, Arkadios Wealth Advisors increased its position in shares of Dimensional US Small Cap Value ETF by 3.7% in the first quarter. Arkadios Wealth Advisors now owns 10,405 shares of the company’s stock worth $365,000 after acquiring an additional 367 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $39.75 on Friday. Dimensional US Small Cap Value ETF has a 52-week low of $30.32 and a 52-week high of $40.95. The company’s 50 day simple moving average is $39.81 and its 200-day simple moving average is $37.81. The firm has a market capitalization of $8.22 billion, a P/E ratio of 11.87 and a beta of 1.03.

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.