Jackson Thornton Wealth Management LLC Lowers Holdings in Dimensional US Small Cap Value ETF $DFSV

Jackson Thornton Wealth Management LLC cut its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 853,321 shares of the company’s stock after selling 49,715 shares during the quarter. Dimensional US Small Cap Value ETF makes up 2.7% of Jackson Thornton Wealth Management LLC’s portfolio, making the stock its 9th largest holding. Jackson Thornton Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $30,839,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in DFSV. Goldman Sachs Group Inc. increased its position in shares of Dimensional US Small Cap Value ETF by 53.3% during the 1st quarter. Goldman Sachs Group Inc. now owns 106,607 shares of the company’s stock worth $3,001,000 after purchasing an additional 37,056 shares in the last quarter. EverSource Wealth Advisors LLC acquired a new position in Dimensional US Small Cap Value ETF in the second quarter valued at about $180,000. Brown Advisory Inc. boosted its position in Dimensional US Small Cap Value ETF by 30.3% in the second quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock valued at $686,000 after buying an additional 5,421 shares in the last quarter. Raymond James Financial Inc. grew its stake in Dimensional US Small Cap Value ETF by 8.3% during the second quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock worth $43,590,000 after buying an additional 113,860 shares during the last quarter. Finally, Sentinel Wealth Management Inc. bought a new stake in Dimensional US Small Cap Value ETF during the second quarter worth about $6,882,000.

Dimensional US Small Cap Value ETF Trading Down 0.5%

NYSEARCA DFSV opened at $38.57 on Wednesday. Dimensional US Small Cap Value ETF has a 1-year low of $28.86 and a 1-year high of $39.33. The company has a 50 day moving average of $37.86 and a 200-day moving average of $36.20. The firm has a market cap of $7.88 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03.

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.