95,312 Shares in Dimensional US Small Cap Value ETF $DFSV Purchased by Royal Harbor Partners LLC

Royal Harbor Partners LLC purchased a new stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 95,312 shares of the company’s stock, valued at approximately $3,340,000. Dimensional US Small Cap Value ETF accounts for 1.1% of Royal Harbor Partners LLC’s holdings, making the stock its 27th biggest position.

Several other hedge funds have also recently made changes to their positions in DFSV. Savant Capital LLC boosted its holdings in Dimensional US Small Cap Value ETF by 20.0% in the 4th quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock worth $528,976,000 after buying an additional 2,682,169 shares during the period. Corient Private Wealth LLC lifted its stake in Dimensional US Small Cap Value ETF by 41.9% in the 4th quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock worth $240,036,000 after purchasing an additional 2,154,893 shares in the last quarter. EP Wealth Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF in the 4th quarter worth approximately $50,585,000. Coldstream Capital Management Inc. boosted its holdings in Dimensional US Small Cap Value ETF by 70.2% in the 3rd quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock valued at $71,956,000 after purchasing an additional 932,459 shares during the period. Finally, Focus Partners Wealth grew its position in shares of Dimensional US Small Cap Value ETF by 20.3% during the 4th quarter. Focus Partners Wealth now owns 4,310,926 shares of the company’s stock valued at $141,786,000 after purchasing an additional 728,129 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Dimensional US Small Cap Value ETF stock opened at $38.67 on Friday. Dimensional US Small Cap Value ETF has a fifty-two week low of $28.86 and a fifty-two week high of $39.33. The stock has a market cap of $7.90 billion, a P/E ratio of 11.87 and a beta of 1.03. The firm’s fifty day moving average price is $37.77 and its 200-day moving average price is $36.09.

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.