Navigate Wealth Management LLC Acquires New Shares in Dimensional US Small Cap Value ETF $DFSV

Navigate Wealth Management LLC acquired a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 1st quarter, Holdings Channel reports. The firm acquired 234,152 shares of the company’s stock, valued at approximately $8,694,000. Dimensional US Small Cap Value ETF comprises 6.1% of Navigate Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. grew its holdings 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 during the period. EverSource Wealth Advisors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF during the 2nd quarter worth about $180,000. Brown Advisory Inc. raised its holdings in 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 valued at $686,000 after buying an additional 5,421 shares during the period. Raymond James Financial Inc. raised its holdings in Dimensional US Small Cap Value ETF by 8.3% in 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 during the period. Finally, Sentinel Wealth Management Inc. acquired a new position in Dimensional US Small Cap Value ETF in the second quarter valued at about $6,882,000.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV stock opened at $38.80 on Monday. The firm has a market cap of $7.96 billion, a PE ratio of 11.87 and a beta of 1.03. The company has a 50-day moving average of $37.93 and a two-hundred day moving average of $36.31. Dimensional US Small Cap Value ETF has a 1-year low of $28.86 and a 1-year 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.