Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Sold by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC decreased its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 8.1% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,045 shares of the company’s stock after selling 971 shares during the quarter. WCG Wealth Advisors LLC’s holdings in Dimensional US Small Cap Value ETF were worth $318,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. LJI Wealth Management LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 17.5% in the 2nd quarter. LJI Wealth Management LLC now owns 78,367 shares of the company’s stock worth $2,255,000 after purchasing an additional 11,692 shares in the last quarter. Glass Jacobson Investment Advisors llc raised its stake in Dimensional US Small Cap Value ETF by 12.8% in the 2nd quarter. Glass Jacobson Investment Advisors llc now owns 25,064 shares of the company’s stock worth $721,000 after acquiring an additional 2,836 shares during the last quarter. Legacy Financial Group Inc. raised its stake in Dimensional US Small Cap Value ETF by 10.5% in the 2nd quarter. Legacy Financial Group Inc. now owns 67,877 shares of the company’s stock worth $1,954,000 after acquiring an additional 6,445 shares during the last quarter. Renaissance Technologies LLC raised its stake in Dimensional US Small Cap Value ETF by 68.9% in the 2nd quarter. Renaissance Technologies LLC now owns 67,900 shares of the company’s stock worth $1,954,000 after acquiring an additional 27,700 shares during the last quarter. Finally, Grunden Financial Advisory Inc. raised its stake in Dimensional US Small Cap Value ETF by 3.2% in the 2nd quarter. Grunden Financial Advisory Inc. now owns 394,488 shares of the company’s stock worth $11,353,000 after acquiring an additional 12,366 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of DFSV stock opened at $30.57 on Friday. The firm has a market capitalization of $3.05 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13. The business has a fifty day moving average of $30.14 and a 200 day moving average of $29.40. Dimensional US Small Cap Value ETF has a 1 year low of $23.54 and a 1 year high of $32.29.

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.