Dimensional US Small Cap Value ETF $DFSV is Seaside Wealth Management Inc.’s 4th Largest Position

Seaside Wealth Management Inc. boosted its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 1.6% in the first quarter, HoldingsChannel reports. The firm owned 901,546 shares of the company’s stock after buying an additional 13,818 shares during the period. Dimensional US Small Cap Value ETF accounts for about 8.9% of Seaside Wealth Management Inc.’s holdings, making the stock its 4th biggest holding. Seaside Wealth Management Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $31,590,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in DFSV. Savant Capital LLC lifted its holdings in shares of 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 valued at $528,976,000 after buying an additional 2,682,169 shares during the period. Corient Private Wealth LLC grew its holdings in Dimensional US Small Cap Value ETF by 41.9% during the fourth quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock worth $240,036,000 after acquiring an additional 2,154,893 shares during the period. EP Wealth Advisors LLC acquired a new stake in Dimensional US Small Cap Value ETF during the fourth quarter worth about $50,585,000. Coldstream Capital Management Inc. grew its stake in shares of Dimensional US Small Cap Value ETF by 70.2% during the 3rd quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock worth $71,956,000 after purchasing an additional 932,459 shares during the period. Finally, Focus Partners Wealth grew its stake 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 worth $141,786,000 after purchasing an additional 728,129 shares during the period.

Dimensional US Small Cap Value ETF Stock Up 0.7%

Shares of NYSEARCA:DFSV traded up $0.26 during trading on Friday, hitting $38.80. 699,441 shares of the stock traded hands, compared to its average volume of 1,257,110. The company has a fifty day moving average price of $37.93 and a two-hundred day moving average price of $36.29. Dimensional US Small Cap Value ETF has a 52-week low of $28.86 and a 52-week high of $39.33. The company has a market cap of $7.96 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03.

Dimensional US Small Cap Value ETF Company 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.