Warburton Capital Management LLC Has $2.46 Million Holdings in Dimensional US Small Cap Value ETF $DFSV

Warburton Capital Management LLC raised its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 184.6% in the 1st quarter, Holdings Channel reports. The institutional investor owned 67,723 shares of the company’s stock after purchasing an additional 43,924 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 1.2% of Warburton Capital Management LLC’s portfolio, making the stock its 9th largest position. Warburton Capital Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $2,461,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of DFSV. Savant Capital LLC raised its holdings in shares of Dimensional US Small Cap Value ETF by 20.0% in the fourth quarter. Savant Capital LLC now owns 16,083,198 shares of the company’s stock worth $528,976,000 after buying an additional 2,682,169 shares during the period. Corient Private Wealth LLC boosted its holdings in Dimensional US Small Cap Value ETF by 41.9% during the 4th quarter. Corient Private Wealth LLC now owns 7,298,072 shares of the company’s stock valued at $240,036,000 after acquiring an additional 2,154,893 shares during the period. EP Wealth Advisors LLC purchased a new position in Dimensional US Small Cap Value ETF during the 4th quarter valued at $50,585,000. Coldstream Capital Management Inc. grew its position in Dimensional US Small Cap Value ETF by 70.2% in the 3rd quarter. Coldstream Capital Management Inc. now owns 2,259,928 shares of the company’s stock valued at $71,956,000 after acquiring an additional 932,459 shares during the last quarter. Finally, Focus Partners Wealth grew its position in Dimensional US Small Cap Value ETF by 20.3% in the 4th quarter. Focus Partners Wealth now owns 4,310,926 shares of the company’s stock valued at $141,786,000 after acquiring an additional 728,129 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

DFSV stock traded up $0.26 during midday trading on Friday, reaching $38.80. The company’s stock had a trading volume of 699,441 shares, compared to its average volume of 1,257,110. The stock has a fifty day simple moving average of $37.93 and a two-hundred day simple moving average of $36.29. Dimensional US Small Cap Value ETF has a 1 year low of $28.86 and a 1 year high of $39.33. The firm has a market capitalization of $7.92 billion, a price-to-earnings 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.