CPA Asset Management Group LLC Sells 14,937 Shares of Dimensional US Small Cap Value ETF $DFSV

CPA Asset Management Group LLC lowered its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 31.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 32,178 shares of the company’s stock after selling 14,937 shares during the period. CPA Asset Management Group LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,128,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Goldman Sachs Group Inc. increased its position in shares of Dimensional US Small Cap Value ETF by 53.3% in the first 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 during the last quarter. EverSource Wealth Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 2nd quarter worth $180,000. Brown Advisory Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF by 30.3% in the 2nd quarter. Brown Advisory Inc. now owns 23,306 shares of the company’s stock worth $686,000 after buying an additional 5,421 shares during the last quarter. Raymond James Financial Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 8.3% during the 2nd quarter. Raymond James Financial Inc. now owns 1,481,142 shares of the company’s stock valued at $43,590,000 after buying an additional 113,860 shares in the last quarter. Finally, Sentinel Wealth Management Inc. purchased a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter valued at $6,882,000.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $39.86 on Friday. Dimensional US Small Cap Value ETF has a 52-week low of $28.86 and a 52-week high of $39.90. The company has a fifty day moving average of $38.06 and a 200-day moving average of $36.47. The company has a market capitalization of $8.18 billion, a P/E 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.