Heirloom Wealth Management Boosts Position in Dimensional US Small Cap Value ETF $DFSV

Heirloom Wealth Management raised its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 7.3% in the second quarter, Holdings Channel reports. The institutional investor owned 37,776 shares of the company’s stock after buying an additional 2,581 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 0.3% of Heirloom Wealth Management’s portfolio, making the stock its 26th biggest position. Heirloom Wealth Management’s holdings in Dimensional US Small Cap Value ETF were worth $1,112,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in DFSV. Bridge Generations Wealth Management LLC purchased a new position in Dimensional US Small Cap Value ETF during the 1st quarter valued at about $31,000. Fort Vancouver Investment Management LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 1st quarter valued at about $47,000. Hurley Capital LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 7.5% during the 1st quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock valued at $153,000 after acquiring an additional 380 shares during the last quarter. Mills Wealth Advisors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter valued at about $200,000. Finally, Sutton Place Investors LLC bought a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter valued at about $204,000.

Dimensional US Small Cap Value ETF Trading Up 0.6%

Shares of DFSV opened at $32.13 on Friday. The company has a market cap of $5.52 billion, a PE ratio of 11.87 and a beta of 1.05. The stock has a 50-day moving average price of $31.96 and a 200-day moving average price of $29.87. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $34.23.

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.