Integris Wealth Management LLC lessened its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 8.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 515,908 shares of the company’s stock after selling 49,314 shares during the quarter. Dimensional US Small Cap Value ETF makes up about 4.3% of Integris Wealth Management LLC’s investment portfolio, making the stock its 6th largest position. Integris Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $14,848,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of the company. Perigon Wealth Management LLC acquired a new stake in Dimensional US Small Cap Value ETF in the 4th quarter valued at $213,000. Arista Wealth Management LLC boosted its stake in Dimensional US Small Cap Value ETF by 15.8% in the 4th quarter. Arista Wealth Management LLC now owns 1,058,454 shares of the company’s stock valued at $30,822,000 after buying an additional 144,042 shares in the last quarter. Sterling Financial Planning Inc. boosted its stake in Dimensional US Small Cap Value ETF by 9.4% in the 4th quarter. Sterling Financial Planning Inc. now owns 141,766 shares of the company’s stock valued at $4,128,000 after buying an additional 12,122 shares in the last quarter. Grunden Financial Advisory Inc. bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at $10,924,000. Finally, Financial Symmetry Inc bought a new position in Dimensional US Small Cap Value ETF in the 4th quarter valued at $1,891,000.
Dimensional US Small Cap Value ETF Stock Up 0.6 %
DFSV traded up $0.17 during trading on Friday, hitting $29.92. The company’s stock had a trading volume of 434,492 shares, compared to its average volume of 469,440. The firm’s 50 day moving average price is $29.40 and its two-hundred day moving average price is $29.10. Dimensional US Small Cap Value ETF has a 12 month low of $23.54 and a 12 month high of $32.29. The stock has a market capitalization of $2.98 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13.
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.
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