Porter White Investment Advisors Inc. Sells 10,585 Shares of Dimensional US Small Cap Value ETF $DFSV

Porter White Investment Advisors Inc. lowered its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 21.2% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 39,399 shares of the company’s stock after selling 10,585 shares during the quarter. Dimensional US Small Cap Value ETF makes up 0.5% of Porter White Investment Advisors Inc.’s portfolio, making the stock its 20th biggest position. Porter White Investment Advisors Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $1,160,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. Mather Group LLC. grew its position in Dimensional US Small Cap Value ETF by 29.0% during the 2nd quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock worth $190,198,000 after purchasing an additional 1,452,290 shares during the period. JMG Financial Group Ltd. lifted its stake in Dimensional US Small Cap Value ETF by 7.0% in the 1st quarter. JMG Financial Group Ltd. now owns 5,816,865 shares of the company’s stock worth $163,745,000 after purchasing an additional 378,500 shares in the last quarter. Modera Wealth Management LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 1.9% during the 1st quarter. Modera Wealth Management LLC now owns 2,936,778 shares of the company’s stock worth $82,670,000 after buying an additional 53,689 shares during the last quarter. Ritholtz Wealth Management increased its holdings in Dimensional US Small Cap Value ETF by 16.3% in the 1st quarter. Ritholtz Wealth Management now owns 2,451,943 shares of the company’s stock valued at $69,022,000 after purchasing an additional 342,866 shares during the last quarter. Finally, Focus Partners Wealth increased its holdings in Dimensional US Small Cap Value ETF by 14.2% in the 1st quarter. Focus Partners Wealth now owns 2,283,031 shares of the company’s stock valued at $64,267,000 after purchasing an additional 283,434 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Dimensional US Small Cap Value ETF stock opened at $32.09 on Friday. The firm has a 50 day moving average price of $31.41 and a 200 day moving average price of $29.30. The company has a market capitalization of $5.19 billion, a PE ratio of 11.87 and a beta of 1.05. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $34.23.

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.