Grant Private Wealth Management Inc Acquires New Stake in Dimensional US Small Cap Value ETF $DFSV

Grant Private Wealth Management Inc acquired a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 62,031 shares of the company’s stock, valued at approximately $1,975,000. Dimensional US Small Cap Value ETF accounts for approximately 1.2% of Grant Private Wealth Management Inc’s investment portfolio, making the stock its 18th largest holding.

Several other hedge funds have also recently made changes to their positions in DFSV. Friday Financial grew its stake in shares of Dimensional US Small Cap Value ETF by 3.4% during the 3rd quarter. Friday Financial now owns 21,462 shares of the company’s stock worth $683,000 after acquiring an additional 709 shares during the period. Collective Family Office LLC raised its stake in Dimensional US Small Cap Value ETF by 1.0% in the 3rd quarter. Collective Family Office LLC now owns 207,057 shares of the company’s stock valued at $6,593,000 after acquiring an additional 2,013 shares during the period. Strathmore Capital Advisors Inc. lifted its holdings in Dimensional US Small Cap Value ETF by 5.6% during the third quarter. Strathmore Capital Advisors Inc. now owns 130,587 shares of the company’s stock valued at $4,158,000 after purchasing an additional 6,983 shares during the last quarter. Trust Co of the South boosted its position in Dimensional US Small Cap Value ETF by 2.6% during the third quarter. Trust Co of the South now owns 440,344 shares of the company’s stock worth $14,021,000 after purchasing an additional 11,088 shares during the period. Finally, Corient Private Wealth LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 14.9% in the second quarter. Corient Private Wealth LLC now owns 5,799,898 shares of the company’s stock worth $170,691,000 after purchasing an additional 753,969 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 1.5%

NYSEARCA DFSV opened at $33.26 on Wednesday. The firm has a market cap of $5.75 billion, a P/E ratio of 11.87 and a beta of 1.13. The company’s 50 day moving average is $31.95 and its 200-day moving average is $31.18. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $34.21.

Dimensional US Small Cap Value ETF 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.