Dopkins Wealth Management LLC Sells 43,317 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Dopkins Wealth Management LLC decreased its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 72.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,848 shares of the company’s stock after selling 43,317 shares during the period. Dimensional US Small Cap Value ETF comprises about 0.4% of Dopkins Wealth Management LLC’s investment portfolio, making the stock its 27th biggest holding. Dopkins Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $519,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of DFSV. Janney Montgomery Scott LLC bought a new stake in shares of Dimensional US Small Cap Value ETF in the 1st quarter worth $357,000. Quent Capital LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 223.2% in the 1st quarter. Quent Capital LLC now owns 34,238 shares of the company’s stock worth $1,031,000 after buying an additional 23,644 shares during the last quarter. ProVise Management Group LLC purchased a new position in shares of Dimensional US Small Cap Value ETF in the 1st quarter worth $201,000. Osaic Holdings Inc. boosted its stake in shares of Dimensional US Small Cap Value ETF by 12.6% in the 1st quarter. Osaic Holdings Inc. now owns 365,207 shares of the company’s stock worth $10,995,000 after buying an additional 40,798 shares during the last quarter. Finally, Exencial Wealth Advisors LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 36.4% in the 1st quarter. Exencial Wealth Advisors LLC now owns 723,930 shares of the company’s stock worth $21,790,000 after buying an additional 193,334 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV stock opened at $32.70 on Thursday. The company has a market cap of $3.26 billion, a P/E ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 1 year low of $25.24 and a 1 year high of $33.47. The stock’s fifty day moving average price is $30.70 and its 200-day moving average price is $29.94.

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.