Dimensional US Small Cap Value ETF $DFSV Shares Acquired by Corient Private Wealth LLC

Corient Private Wealth LLC boosted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 14.9% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,799,898 shares of the company’s stock after purchasing an additional 753,969 shares during the period. Corient Private Wealth LLC owned about 3.59% of Dimensional US Small Cap Value ETF worth $170,691,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Kondo Wealth Advisors Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 5.2% in the 2nd quarter. Kondo Wealth Advisors Inc. now owns 9,926 shares of the company’s stock valued at $300,000 after purchasing an additional 490 shares in the last quarter. V2 Financial group LLC grew its position in shares of Dimensional US Small Cap Value ETF by 0.7% during the second quarter. V2 Financial group LLC now owns 71,574 shares of the company’s stock worth $2,106,000 after buying an additional 503 shares in the last quarter. Lodestone Wealth Management LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 2.2% in the second quarter. Lodestone Wealth Management LLC now owns 24,326 shares of the company’s stock worth $716,000 after buying an additional 526 shares during the last quarter. Level Financial Advisors increased its stake in shares of Dimensional US Small Cap Value ETF by 0.6% in the second quarter. Level Financial Advisors now owns 92,765 shares of the company’s stock worth $2,730,000 after buying an additional 540 shares during the last quarter. Finally, REDW Wealth LLC raised its holdings in Dimensional US Small Cap Value ETF by 2.1% in the second quarter. REDW Wealth LLC now owns 28,702 shares of the company’s stock valued at $845,000 after acquiring an additional 582 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

NYSEARCA DFSV opened at $33.76 on Monday. The company has a market capitalization of $5.83 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $34.21. The company’s fifty day moving average price is $31.89 and its two-hundred day moving average price is $31.11.

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.