Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Sold by Phillips Financial Management LLC

Phillips Financial Management LLC cut its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 169,460 shares of the company’s stock after selling 5,540 shares during the period. Phillips Financial Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $5,216,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Sanctuary Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF during the 3rd quarter worth approximately $226,000. JPMorgan Chase & Co. boosted its position in Dimensional US Small Cap Value ETF by 5.1% during the third quarter. JPMorgan Chase & Co. now owns 283,598 shares of the company’s stock worth $8,735,000 after purchasing an additional 13,674 shares in the last quarter. Park Avenue Securities LLC raised its position in shares of Dimensional US Small Cap Value ETF by 262.1% during the 4th quarter. Park Avenue Securities LLC now owns 31,354 shares of the company’s stock worth $965,000 after purchasing an additional 22,696 shares during the last quarter. Merit Financial Group LLC purchased a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at about $263,000. Finally, Investmark Advisory Group LLC grew its position in shares of Dimensional US Small Cap Value ETF by 0.8% in the third quarter. Investmark Advisory Group LLC now owns 46,357 shares of the company’s stock valued at $1,428,000 after purchasing an additional 354 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

DFSV opened at $27.97 on Thursday. Dimensional US Small Cap Value ETF has a 1 year low of $27.73 and a 1 year high of $34.23. The company has a market cap of $3.98 billion, a PE ratio of 12.84 and a beta of 1.15. The firm has a 50 day moving average price of $30.77 and a 200 day moving average price of $31.09.

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.