Warburton Capital Management LLC Makes New $445,000 Investment in Dimensional US Small Cap Value ETF $DFSV

Warburton Capital Management LLC acquired a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) in the 2nd quarter, HoldingsChannel reports. The fund acquired 14,549 shares of the company’s stock, valued at approximately $445,000. Dimensional US Small Cap Value ETF comprises approximately 0.3% of Warburton Capital Management LLC’s holdings, making the stock its 26th biggest position.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Bayshore Asset Management LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 486.4% in the 2nd quarter. Bayshore Asset Management LLC now owns 45,839 shares of the company’s stock valued at $1,349,000 after purchasing an additional 38,022 shares during the last quarter. Granite Harbor Advisors Inc. purchased a new stake in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $734,000. Freedom Investment Management Inc. lifted its holdings in shares of Dimensional US Small Cap Value ETF by 15.8% in the 2nd quarter. Freedom Investment Management Inc. now owns 340,643 shares of the company’s stock valued at $10,025,000 after purchasing an additional 46,382 shares during the last quarter. Forum Financial Management LP lifted its holdings in shares of Dimensional US Small Cap Value ETF by 105.3% in the 2nd quarter. Forum Financial Management LP now owns 167,291 shares of the company’s stock valued at $4,923,000 after purchasing an additional 85,807 shares during the last quarter. Finally, Exencial Wealth Advisors LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 12.4% in the 2nd quarter. Exencial Wealth Advisors LLC now owns 1,412,631 shares of the company’s stock valued at $41,574,000 after purchasing an additional 155,665 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

Dimensional US Small Cap Value ETF stock opened at $31.95 on Friday. The stock has a 50-day simple moving average of $31.94 and a 200-day simple moving average of $29.78. Dimensional US Small Cap Value ETF has a fifty-two week low of $23.80 and a fifty-two week high of $34.23. The company has a market capitalization of $5.44 billion, a P/E ratio of 11.87 and a beta of 1.05.

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.