NewEdge Advisors LLC Lowers Holdings in Dimensional US Small Cap Value ETF $DFSV

NewEdge Advisors LLC lowered its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 16.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 488,295 shares of the company’s stock after selling 97,419 shares during the quarter. NewEdge Advisors LLC owned about 0.25% of Dimensional US Small Cap Value ETF worth $17,110,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Blueline Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter worth $31,000. Concord Wealth Partners grew its position in 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 bought a new position in Dimensional US Small Cap Value ETF in the fourth quarter valued at $44,000. Arax Advisory Partners purchased a new stake in Dimensional US Small Cap Value ETF during the fourth quarter valued at about $44,000. Finally, Fifth Third Bancorp raised its position in Dimensional US Small Cap Value ETF by 300.3% during the first quarter. Fifth Third Bancorp now owns 1,397 shares of the company’s stock valued at $49,000 after purchasing an additional 1,048 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.7%

Shares of DFSV stock opened at $39.68 on Thursday. The business has a 50-day moving average price of $38.53 and a two-hundred day moving average price of $36.85. Dimensional US Small Cap Value ETF has a 12-month low of $28.86 and a 12-month high of $40.12. The firm has a market cap of $8.20 billion, a P/E ratio of 11.87 and a beta of 1.03.

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.