Aegis Wealth Management LLC Sells 16,685 Shares of Dimensional US Small Cap Value ETF $DFSV

Aegis Wealth Management LLC reduced its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 29.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,252 shares of the company’s stock after selling 16,685 shares during the period. Aegis Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,291,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of DFSV. Cerity Partners LLC lifted its position in Dimensional US Small Cap Value ETF by 225.3% during the second quarter. Cerity Partners LLC now owns 3,035,274 shares of the company’s stock worth $89,328,000 after acquiring an additional 2,102,092 shares during the last quarter. Savant Capital LLC lifted its holdings in Dimensional US Small Cap Value ETF by 13.8% during the 3rd quarter. Savant Capital LLC now owns 13,401,029 shares of the company’s stock worth $426,688,000 after purchasing an additional 1,628,432 shares during the last quarter. Coldstream Capital Management Inc. lifted its holdings in Dimensional US Small Cap Value ETF by 70.2% during the 3rd quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock worth $71,956,000 after purchasing an additional 932,459 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in Dimensional US Small Cap Value ETF by 63.0% in the 3rd quarter. Envestnet Asset Management Inc. now owns 2,020,335 shares of the company’s stock valued at $64,327,000 after purchasing an additional 780,636 shares during the period. Finally, Corient Private Wealth LLC grew its holdings in Dimensional US Small Cap Value ETF by 15.3% in the 2nd quarter. Corient Private Wealth LLC now owns 5,816,426 shares of the company’s stock valued at $171,177,000 after buying an additional 770,497 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of NYSEARCA DFSV opened at $34.53 on Friday. The firm has a market cap of $6.48 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. The stock’s fifty day moving average price is $35.61 and its two-hundred day moving average price is $33.55. Dimensional US Small Cap Value ETF has a one year low of $23.80 and a one year high of $37.64.

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.