Shearwater Capital LLC Has $508,000 Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Shearwater Capital LLC decreased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,502 shares of the company’s stock after selling 660 shares during the quarter. Dimensional US Small Cap Value ETF makes up 0.3% of Shearwater Capital LLC’s holdings, making the stock its 28th biggest position. Shearwater Capital LLC’s holdings in Dimensional US Small Cap Value ETF were worth $508,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 1.6% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock worth $692,000 after buying an additional 352 shares during the last quarter. Investmark Advisory Group LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 0.8% during the third quarter. Investmark Advisory Group LLC now owns 46,357 shares of the company’s stock worth $1,428,000 after purchasing an additional 354 shares during the period. Heirloom Wealth Management lifted its holdings in Dimensional US Small Cap Value ETF by 1.2% during the 3rd quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock worth $1,030,000 after purchasing an additional 402 shares during the last quarter. HFG Advisors Inc. boosted its stake in Dimensional US Small Cap Value ETF by 1.4% in the 3rd quarter. HFG Advisors Inc. now owns 39,513 shares of the company’s stock valued at $1,217,000 after purchasing an additional 538 shares during the period. Finally, Yeomans Consulting Group Inc. boosted its stake in Dimensional US Small Cap Value ETF by 0.3% in the 3rd quarter. Yeomans Consulting Group Inc. now owns 207,687 shares of the company’s stock valued at $6,397,000 after purchasing an additional 580 shares during the period.

Dimensional US Small Cap Value ETF Trading Down 0.2 %

DFSV stock traded down $0.05 during trading hours on Wednesday, hitting $30.69. 708,823 shares of the stock were exchanged, compared to its average volume of 713,320. The company has a 50-day simple moving average of $32.02 and a two-hundred day simple moving average of $30.74. The firm has a market capitalization of $3.06 billion, a P/E ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12 month low of $27.15 and a 12 month high of $34.23.

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.