Simplicity Wealth LLC Reduces Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Simplicity Wealth LLC lowered its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 11.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,050 shares of the company’s stock after selling 2,379 shares during the period. Simplicity Wealth LLC’s holdings in Dimensional US Small Cap Value ETF were worth $586,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the company. Roberts Glore & Co. Inc. IL increased its stake in shares of Dimensional US Small Cap Value ETF by 9.2% in the fourth quarter. Roberts Glore & Co. Inc. IL now owns 60,606 shares of the company’s stock worth $1,865,000 after buying an additional 5,111 shares during the last quarter. Kendall Capital Management acquired a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter valued at $985,000. Pillar Financial Advisors LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter valued at $3,771,000. Rialto Wealth Management LLC acquired a new position in shares of Dimensional US Small Cap Value ETF during the fourth quarter valued at $281,000. Finally, Aviance Capital Partners LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 4.3% during the fourth quarter. Aviance Capital Partners LLC now owns 111,151 shares of the company’s stock valued at $3,421,000 after acquiring an additional 4,631 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV opened at $28.17 on Tuesday. Dimensional US Small Cap Value ETF has a 1 year low of $27.75 and a 1 year high of $34.23. The company has a market cap of $4.01 billion, a price-to-earnings ratio of 12.84 and a beta of 1.15. The firm has a fifty day moving average of $30.89 and a 200-day moving average of $31.13.

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.