Sentinel Wealth Management Inc. Purchases 14,474 Shares of Dimensional US Small Cap Value ETF $DFSV

Sentinel Wealth Management Inc. lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.7% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 269,892 shares of the company’s stock after purchasing an additional 14,474 shares during the quarter. Dimensional US Small Cap Value ETF comprises approximately 7.6% of Sentinel Wealth Management Inc.’s holdings, making the stock its 4th largest holding. Sentinel Wealth Management Inc. owned approximately 0.14% of Dimensional US Small Cap Value ETF worth $9,457,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Blueline Advisors LLC acquired a new position 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% in the fourth quarter. Concord Wealth Partners now owns 991 shares of the company’s stock worth $33,000 after acquiring an additional 593 shares in the last quarter. Sound Income Strategies LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the fourth quarter worth $44,000. Arax Advisory Partners acquired a new stake in shares of Dimensional US Small Cap Value ETF in the fourth quarter worth $44,000. Finally, Fifth Third Bancorp raised its stake in shares of Dimensional US Small Cap Value ETF by 300.3% in the 1st quarter. Fifth Third Bancorp now owns 1,397 shares of the company’s stock valued at $49,000 after acquiring an additional 1,048 shares during the period.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA:DFSV opened at $38.80 on Monday. The firm has a market capitalization of $7.96 billion, a price-to-earnings ratio of 11.87 and a beta of 1.03. The firm’s fifty day simple moving average is $37.93 and its 200 day simple moving average is $36.31. Dimensional US Small Cap Value ETF has a twelve month low of $28.86 and a twelve month high of $39.33.

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.