Baker Tilly Wealth Management LLC Has $629,000 Stock Position in Dimensional US Small Cap Value ETF $DFSV

Baker Tilly Wealth Management LLC lowered its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 50.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,113 shares of the company’s stock after selling 19,079 shares during the quarter. Baker Tilly Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $629,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. DecisionPoint Financial LLC grew its stake in shares of Dimensional US Small Cap Value ETF by 104.7% in the 3rd quarter. DecisionPoint Financial LLC now owns 1,617 shares of the company’s stock valued at $52,000 after buying an additional 827 shares in the last quarter. Oakworth Capital Inc. bought a new position in Dimensional US Small Cap Value ETF during the third quarter valued at approximately $56,000. AE Wealth Management LLC raised its position in Dimensional US Small Cap Value ETF by 69.9% during the third quarter. AE Wealth Management LLC now owns 5,842 shares of the company’s stock valued at $186,000 after acquiring an additional 2,404 shares in the last quarter. EverSource Wealth Advisors LLC acquired a new stake in Dimensional US Small Cap Value ETF in the second quarter valued at approximately $180,000. Finally, Hurley Capital LLC lifted its stake in Dimensional US Small Cap Value ETF by 14.3% in the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after acquiring an additional 777 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Down 1.2%

DFSV stock opened at $33.77 on Monday. The firm has a 50 day moving average of $35.61 and a two-hundred day moving average of $33.48. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $37.64. The company has a market capitalization of $6.34 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13.

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.