Dopkins Wealth Management LLC Reduces Stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Dopkins Wealth Management LLC reduced its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 72.0% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 16,848 shares of the company’s stock after selling 43,317 shares during the period. Dimensional US Small Cap Value ETF accounts for approximately 0.4% of Dopkins Wealth Management LLC’s investment portfolio, making the stock its 27th largest holding. Dopkins Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $519,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Physician Wealth Advisors Inc. lifted its position in Dimensional US Small Cap Value ETF by 1.6% during the third quarter. Physician Wealth Advisors Inc. now owns 22,391 shares of the company’s stock valued at $692,000 after purchasing an additional 352 shares in the last quarter. Heirloom Wealth Management lifted its position in Dimensional US Small Cap Value ETF by 1.2% during the third quarter. Heirloom Wealth Management now owns 33,449 shares of the company’s stock valued at $1,030,000 after purchasing an additional 402 shares in the last quarter. HFG Advisors Inc. lifted its position in Dimensional US Small Cap Value ETF by 1.4% during the third 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 in the last quarter. Sprinkle Financial Consultants LLC lifted its position in Dimensional US Small Cap Value ETF by 2.6% during the second quarter. Sprinkle Financial Consultants LLC now owns 22,764 shares of the company’s stock valued at $655,000 after purchasing an additional 568 shares in the last quarter. Finally, Aspire Private Capital LLC lifted its position in Dimensional US Small Cap Value ETF by 8.0% during the second quarter. Aspire Private Capital LLC now owns 7,787 shares of the company’s stock valued at $224,000 after purchasing an additional 580 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

NYSEARCA DFSV opened at $32.70 on Thursday. The company has a market capitalization of $3.26 billion, a PE ratio of 8.86 and a beta of 1.13. The business’s fifty day moving average is $30.70 and its 200 day moving average is $29.94. Dimensional US Small Cap Value ETF has a fifty-two week low of $25.24 and a fifty-two week high of $33.47.

About Dimensional US Small Cap Value ETF

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.