Corient Private Wealth LLC Purchases 545,416 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Corient Private Wealth LLC grew its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 15.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,975,533 shares of the company’s stock after purchasing an additional 545,416 shares during the period. Corient Private Wealth LLC owned approximately 3.99% of Dimensional US Small Cap Value ETF worth $122,323,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Investmark Advisory Group LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 0.8% during the 3rd quarter. Investmark Advisory Group LLC now owns 46,357 shares of the company’s stock worth $1,428,000 after buying an additional 354 shares during the last quarter. CarsonAllaria Wealth Management Ltd. raised its holdings in Dimensional US Small Cap Value ETF by 2.5% during the fourth quarter. CarsonAllaria Wealth Management Ltd. now owns 20,131 shares of the company’s stock worth $620,000 after acquiring an additional 499 shares in the last quarter. Tcfg Wealth Management LLC boosted its position in Dimensional US Small Cap Value ETF by 1.8% during the fourth quarter. Tcfg Wealth Management LLC now owns 29,382 shares of the company’s stock valued at $904,000 after purchasing an additional 519 shares during the last quarter. SNS Financial Group LLC boosted its position in Dimensional US Small Cap Value ETF by 0.7% during the fourth quarter. SNS Financial Group LLC now owns 79,164 shares of the company’s stock valued at $2,437,000 after purchasing an additional 548 shares during the last quarter. Finally, Schubert & Co grew its stake in Dimensional US Small Cap Value ETF by 1.5% in the fourth quarter. Schubert & Co now owns 45,793 shares of the company’s stock valued at $1,410,000 after purchasing an additional 695 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Up 2.5 %

Shares of Dimensional US Small Cap Value ETF stock opened at $28.24 on Monday. The stock has a market cap of $4.02 billion, a P/E ratio of 12.84 and a beta of 1.15. Dimensional US Small Cap Value ETF has a 12-month low of $27.43 and a 12-month high of $34.23. The business’s 50 day moving average is $30.66 and its 200-day moving average is $31.05.

About Dimensional US Small Cap Value ETF

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.