Dimensional US Small Cap Value ETF $DFSV Shares Sold by Root Financial Partners LLC

Root Financial Partners LLC lessened its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 39.7% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 782,502 shares of the company’s stock after selling 515,381 shares during the quarter. Dimensional US Small Cap Value ETF comprises about 2.2% of Root Financial Partners LLC’s holdings, making the stock its 12th biggest holding. Root Financial Partners LLC owned 0.48% of Dimensional US Small Cap Value ETF worth $23,029,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. AE Wealth Management LLC grew its holdings in shares of Dimensional US Small Cap Value ETF by 404.1% during the second quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock worth $101,000 after purchasing an additional 2,756 shares during the last quarter. Hurley Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 7.5% in the 1st quarter. Hurley Capital LLC now owns 5,443 shares of the company’s stock valued at $153,000 after purchasing an additional 380 shares during the last quarter. Mills Wealth Advisors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $200,000. Sutton Place Investors LLC purchased a new stake in Dimensional US Small Cap Value ETF in the second quarter valued at approximately $204,000. Finally, Infinity Wealth Counsel LLC purchased a new stake in Dimensional US Small Cap Value ETF in the first quarter valued at approximately $209,000.

Dimensional US Small Cap Value ETF Trading Down 0.1%

Shares of DFSV opened at $31.40 on Monday. The company’s 50 day simple moving average is $31.82 and its 200-day simple moving average is $30.52. The firm has a market cap of $5.43 billion, a PE ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12-month low of $23.80 and a 12-month high of $34.23.

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.