Dimensional US Small Cap Value ETF $DFSV Holdings Increased by Warburton Capital Management LLC

Warburton Capital Management LLC lifted its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 184.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 67,723 shares of the company’s stock after acquiring an additional 43,924 shares during the period. Dimensional US Small Cap Value ETF accounts for approximately 1.2% of Warburton Capital Management LLC’s holdings, making the stock its 9th biggest holding. Warburton Capital Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $2,461,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Blueline Advisors LLC purchased a new stake in Dimensional US Small Cap Value ETF during the fourth quarter valued at approximately $31,000. Concord Wealth Partners increased its position in shares of Dimensional US Small Cap Value ETF by 149.0% during the 4th quarter. Concord Wealth Partners now owns 991 shares of the company’s stock valued at $33,000 after purchasing an additional 593 shares during the last quarter. Sound Income Strategies LLC purchased a new stake in Dimensional US Small Cap Value ETF during the 4th quarter valued at $44,000. Arax Advisory Partners purchased a new stake in Dimensional US Small Cap Value ETF during the 4th quarter valued at $44,000. Finally, Topsail Wealth Management LLC purchased a new stake in Dimensional US Small Cap Value ETF during the 1st quarter valued at $52,000.

Dimensional US Small Cap Value ETF Stock Up 0.7%

DFSV traded up $0.26 during trading on Friday, reaching $38.80. The company had a trading volume of 699,441 shares, compared to its average volume of 1,257,110. The business has a 50 day simple moving average of $37.93 and a 200-day simple moving average of $36.29. The stock has a market cap of $7.92 billion, a P/E ratio of 11.87 and a beta of 1.03. Dimensional US Small Cap Value ETF has a 52 week low of $28.86 and a 52 week high of $39.33.

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.