Parkwoods Wealth Partners LLC Raises Holdings in Dimensional US Small Cap Value ETF $DFSV

Parkwoods Wealth Partners LLC increased its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 40.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 207,768 shares of the company’s stock after purchasing an additional 59,450 shares during the period. Dimensional US Small Cap Value ETF makes up about 2.0% of Parkwoods Wealth Partners LLC’s portfolio, making the stock its 11th biggest position. Parkwoods Wealth Partners LLC’s holdings in Dimensional US Small Cap Value ETF were worth $6,833,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Cerity Partners LLC lifted its stake in Dimensional US Small Cap Value ETF by 225.3% in 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 period. Savant Capital LLC grew 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 acquiring an additional 1,628,432 shares in the last quarter. Coldstream Capital Management Inc. increased its position 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 valued at $71,956,000 after purchasing an additional 932,459 shares during the period. Envestnet Asset Management Inc. increased its position in Dimensional US Small Cap Value ETF by 63.0% during 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 raised its holdings in shares of 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 purchasing an additional 770,497 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $34.36 on Tuesday. The company has a 50 day moving average price of $35.60 and a 200-day moving average price of $33.58. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $37.64. The stock has a market capitalization of $6.45 billion, a PE 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.