Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Holdings Decreased by LJI Wealth Management LLC

LJI Wealth Management LLC decreased its holdings in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 74,767 shares of the company’s stock after selling 3,600 shares during the quarter. LJI Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $2,303,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Janney Montgomery Scott LLC purchased a new position in Dimensional US Small Cap Value ETF in the first quarter valued at about $357,000. Quent Capital LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 223.2% during the 1st quarter. Quent Capital LLC now owns 34,238 shares of the company’s stock worth $1,031,000 after acquiring an additional 23,644 shares in the last quarter. Osaic Holdings Inc. boosted its stake in shares of Dimensional US Small Cap Value ETF by 12.6% during the 1st quarter. Osaic Holdings Inc. now owns 365,207 shares of the company’s stock worth $10,995,000 after acquiring an additional 40,798 shares in the last quarter. Exencial Wealth Advisors LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 36.4% during the 1st quarter. Exencial Wealth Advisors LLC now owns 723,930 shares of the company’s stock worth $21,790,000 after acquiring an additional 193,334 shares in the last quarter. Finally, Index Fund Advisors Inc. boosted its stake in shares of Dimensional US Small Cap Value ETF by 8.0% during the 1st quarter. Index Fund Advisors Inc. now owns 1,411,588 shares of the company’s stock worth $42,489,000 after acquiring an additional 104,517 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Shares of DFSV traded down $0.27 during trading hours on Friday, hitting $32.25. 701,058 shares of the company were exchanged, compared to its average volume of 502,839. Dimensional US Small Cap Value ETF has a 52 week low of $25.45 and a 52 week high of $33.47. The company has a market cap of $3.22 billion, a PE ratio of 8.86 and a beta of 1.13. The firm’s 50 day moving average is $30.82 and its 200-day moving average is $29.98.

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.