Dimensional US Small Cap Value ETF $DFSV is Sentinel Wealth Management Inc.’s 4th Largest Position

Sentinel Wealth Management Inc. raised its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 269,892 shares of the company’s stock after acquiring an additional 14,474 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 7.6% of Sentinel Wealth Management Inc.’s investment portfolio, making the stock its 4th largest holding. Sentinel Wealth Management Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $9,457,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of DFSV. Savant Capital LLC lifted its position in shares of Dimensional US Small Cap Value ETF by 20.0% during the fourth quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock worth $528,976,000 after purchasing an additional 2,682,169 shares in the last quarter. Corient Private Wealth LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 41.9% in the fourth quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock valued at $240,036,000 after purchasing an additional 2,154,893 shares during the period. Mather Group LLC. grew its holdings in Dimensional US Small Cap Value ETF by 1.6% during the 4th quarter. Mather Group LLC. now owns 6,616,180 shares of the company’s stock valued at $217,606,000 after purchasing an additional 105,207 shares in the last quarter. JMG Financial Group Ltd. grew its holdings in Dimensional US Small Cap Value ETF by 3.9% during the 4th quarter. JMG Financial Group Ltd. now owns 5,832,420 shares of the company’s stock valued at $191,828,000 after purchasing an additional 219,296 shares in the last quarter. Finally, Focus Partners Wealth grew its holdings in Dimensional US Small Cap Value ETF by 20.3% during the 4th quarter. Focus Partners Wealth now owns 4,310,926 shares of the company’s stock valued at $141,786,000 after purchasing an additional 728,129 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Dimensional US Small Cap Value ETF stock opened at $38.80 on Monday. Dimensional US Small Cap Value ETF has a 12-month low of $28.86 and a 12-month high of $39.33. The company has a market capitalization of $7.96 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03. The firm’s fifty day moving average price is $37.93 and its 200 day moving average price is $36.31.

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.