Coldstream Capital Management Inc. Acquires 932,459 Shares of Dimensional US Small Cap Value ETF $DFSV

Coldstream Capital Management Inc. grew its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 70.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,259,928 shares of the company’s stock after acquiring an additional 932,459 shares during the quarter. Dimensional US Small Cap Value ETF accounts for 1.0% of Coldstream Capital Management Inc.’s portfolio, making the stock its 23rd largest holding. Coldstream Capital Management Inc. owned approximately 1.31% of Dimensional US Small Cap Value ETF worth $71,956,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Corus Family Wealth Advisors raised its stake in Dimensional US Small Cap Value ETF by 1.3% during the 3rd quarter. Corus Family Wealth Advisors now owns 79,911 shares of the company’s stock valued at $2,544,000 after purchasing an additional 1,023 shares during the last quarter. Hancock Whitney Corp grew its position in Dimensional US Small Cap Value ETF by 7.9% in the 3rd quarter. Hancock Whitney Corp now owns 8,509 shares of the company’s stock worth $271,000 after purchasing an additional 623 shares during the last quarter. Greenline Partners LLC grew its position in Dimensional US Small Cap Value ETF by 2.0% in the 3rd quarter. Greenline Partners LLC now owns 386,604 shares of the company’s stock worth $12,309,000 after purchasing an additional 7,754 shares during the last quarter. Abel Hall LLC increased its holdings in shares of Dimensional US Small Cap Value ETF by 9.7% during the 3rd quarter. Abel Hall LLC now owns 307,219 shares of the company’s stock worth $9,782,000 after purchasing an additional 27,235 shares during the period. Finally, Financial Engines Advisors L.L.C. increased its holdings in shares of Dimensional US Small Cap Value ETF by 5.3% during the 3rd quarter. Financial Engines Advisors L.L.C. now owns 330,848 shares of the company’s stock worth $10,534,000 after purchasing an additional 16,792 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $34.46 on Wednesday. The company has a 50-day simple moving average of $35.62 and a 200-day simple moving average of $33.44. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $37.64. The firm has a market capitalization of $6.46 billion, a P/E ratio of 11.87 and a beta of 1.13.

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.