Private Wealth Management Group LLC Decreases Holdings in Dimensional US Small Cap Value ETF $DFSV

Private Wealth Management Group LLC reduced its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 8.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 337,899 shares of the company’s stock after selling 32,936 shares during the quarter. Dimensional US Small Cap Value ETF makes up 3.1% of Private Wealth Management Group LLC’s investment portfolio, making the stock its 12th biggest holding. Private Wealth Management Group LLC owned about 0.17% of Dimensional US Small Cap Value ETF worth $11,840,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Avant Financial Advisors LLC raised its position in shares of Dimensional US Small Cap Value ETF by 5.0% during the 1st quarter. Avant Financial Advisors LLC now owns 330,577 shares of the company’s stock worth $11,583,000 after acquiring an additional 15,729 shares in the last quarter. McLean Asset Management Corp lifted its stake in Dimensional US Small Cap Value ETF by 17.4% during the first quarter. McLean Asset Management Corp now owns 236,681 shares of the company’s stock worth $8,293,000 after purchasing an additional 35,143 shares during the last quarter. Clarity Wealth Development LLC boosted its holdings in Dimensional US Small Cap Value ETF by 6.0% in the first quarter. Clarity Wealth Development LLC now owns 480,383 shares of the company’s stock valued at $16,833,000 after purchasing an additional 27,016 shares in the last quarter. Coston McIsaac & Partners boosted its holdings in Dimensional US Small Cap Value ETF by 20.3% in the first quarter. Coston McIsaac & Partners now owns 2,029 shares of the company’s stock valued at $71,000 after purchasing an additional 343 shares in the last quarter. Finally, First Financial Group Corp increased its stake in Dimensional US Small Cap Value ETF by 13.9% in the first quarter. First Financial Group Corp now owns 9,822 shares of the company’s stock valued at $344,000 after purchasing an additional 1,197 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.2%

Shares of Dimensional US Small Cap Value ETF stock opened at $38.80 on Tuesday. Dimensional US Small Cap Value ETF has a 52 week low of $28.86 and a 52 week high of $39.33. The firm’s 50 day moving average is $37.68 and its two-hundred day moving average is $35.99. The firm has a market capitalization of $7.72 billion, a P/E ratio of 11.87 and a beta of 1.04.

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.