Cary Street Partners Investment Advisory LLC Boosts Holdings in Dimensional US Small Cap Value ETF $DFSV

Cary Street Partners Investment Advisory LLC increased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 269.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,202 shares of the company’s stock after purchasing an additional 26,403 shares during the period. Cary Street Partners Investment Advisory LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,065,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Savant Capital LLC lifted its stake in shares of Dimensional US Small Cap Value ETF by 25.5% in the second quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock worth $346,468,000 after buying an additional 2,393,673 shares in the last quarter. Mather Group LLC. raised its holdings in Dimensional US Small Cap Value ETF by 29.0% in the 2nd quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock worth $190,198,000 after acquiring an additional 1,452,290 shares during the last quarter. Vestmark Advisory Solutions Inc. lifted its position in Dimensional US Small Cap Value ETF by 117.2% in the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 2,671,340 shares of the company’s stock valued at $78,618,000 after acquiring an additional 1,441,690 shares in the last quarter. Coldstream Capital Management Inc. boosted its stake in Dimensional US Small Cap Value ETF by 611,636.9% during the 2nd quarter. Coldstream Capital Management Inc. now owns 1,327,469 shares of the company’s stock valued at $39,067,000 after purchasing an additional 1,327,252 shares during the last quarter. Finally, Ritholtz Wealth Management increased its holdings in shares of Dimensional US Small Cap Value ETF by 31.0% in the 2nd quarter. Ritholtz Wealth Management now owns 3,210,827 shares of the company’s stock worth $94,495,000 after purchasing an additional 758,884 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $33.07 on Friday. The stock has a market capitalization of $5.71 billion, a P/E ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 1-year low of $23.80 and a 1-year high of $33.32. The business has a fifty day moving average price of $31.74 and a 200-day moving average price of $30.90.

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.