W.H. Cornerstone Investments Inc. Increases Holdings in Dimensional US Small Cap Value ETF $DFSV

W.H. Cornerstone Investments Inc. increased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.9% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 97,982 shares of the company’s stock after purchasing an additional 3,661 shares during the period. Dimensional US Small Cap Value ETF accounts for 1.8% of W.H. Cornerstone Investments Inc.’s investment portfolio, making the stock its 13th largest holding. W.H. Cornerstone Investments Inc.’s holdings in Dimensional US Small Cap Value ETF were worth $2,884,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the company. Savant Capital LLC boosted its holdings in shares of Dimensional US Small Cap Value ETF by 25.5% in the 2nd quarter. Savant Capital LLC now owns 11,772,597 shares of the company’s stock valued at $346,468,000 after purchasing an additional 2,393,673 shares during the last quarter. Mather Group LLC. raised its holdings in Dimensional US Small Cap Value ETF by 29.0% during the second quarter. Mather Group LLC. now owns 6,462,729 shares of the company’s stock worth $190,198,000 after purchasing an additional 1,452,290 shares in the last quarter. JMG Financial Group Ltd. boosted its stake in shares of Dimensional US Small Cap Value ETF by 7.0% during the 1st quarter. JMG Financial Group Ltd. now owns 5,816,865 shares of the company’s stock worth $163,745,000 after acquiring an additional 378,500 shares in the last quarter. Ritholtz Wealth Management boosted its position in shares of Dimensional US Small Cap Value ETF by 31.0% in the second quarter. Ritholtz Wealth Management now owns 3,210,827 shares of the company’s stock worth $94,495,000 after buying an additional 758,884 shares during the period. Finally, Modera Wealth Management LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 1.9% during the 1st quarter. Modera Wealth Management LLC now owns 2,936,778 shares of the company’s stock valued at $82,670,000 after buying an additional 53,689 shares during the last quarter.

Dimensional US Small Cap Value ETF Trading Up 0.0%

DFSV stock traded up $0.01 during midday trading on Thursday, hitting $31.83. The stock had a trading volume of 99,068 shares, compared to its average volume of 1,472,421. The stock has a 50-day simple moving average of $31.87 and a 200 day simple moving average of $30.42. Dimensional US Small Cap Value ETF has a 52 week low of $23.80 and a 52 week high of $34.23. The firm has a market capitalization of $5.50 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13.

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.