HB Wealth Management LLC Sells 996 Shares of Dimensional US Small Cap Value ETF $DFSV

HB Wealth Management LLC trimmed its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,044 shares of the company’s stock after selling 996 shares during the period. HB Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $443,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. CVA Family Office LLC acquired a new stake in Dimensional US Small Cap Value ETF during the 1st quarter valued at $30,000. Bridge Generations Wealth Management LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the first quarter worth approximately $31,000. Fort Vancouver Investment Management LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the first quarter worth approximately $47,000. Hurley Capital LLC lifted its holdings in Dimensional US Small Cap Value ETF by 7.5% during the 1st quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock worth $153,000 after purchasing an additional 380 shares during the last quarter. Finally, Infinity Wealth Counsel LLC acquired a new position in Dimensional US Small Cap Value ETF in the 1st quarter valued at $209,000.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $32.35 on Monday. The business’s fifty day moving average price is $31.54 and its two-hundred day moving average price is $29.43. The stock has a market capitalization of $5.46 billion, a price-to-earnings 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.

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.