Heirloom Wealth Management Decreases Stock Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Heirloom Wealth Management trimmed its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 3.3% in the 4th quarter, Holdings Channel reports. The firm owned 32,346 shares of the company’s stock after selling 1,103 shares during the period. Dimensional US Small Cap Value ETF accounts for approximately 0.3% of Heirloom Wealth Management’s portfolio, making the stock its 27th largest position. Heirloom Wealth Management’s holdings in Dimensional US Small Cap Value ETF were worth $996,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. JMG Financial Group Ltd. boosted its stake in Dimensional US Small Cap Value ETF by 6.0% during the 3rd quarter. JMG Financial Group Ltd. now owns 5,202,502 shares of the company’s stock worth $160,237,000 after purchasing an additional 295,075 shares during the last quarter. Mather Group LLC. acquired a new position in Dimensional US Small Cap Value ETF during the third quarter worth about $91,475,000. Pathstone Holdings LLC grew its stake in Dimensional US Small Cap Value ETF by 159.2% during the 3rd quarter. Pathstone Holdings LLC now owns 2,694,212 shares of the company’s stock valued at $82,978,000 after acquiring an additional 1,654,905 shares in the last quarter. Modera Wealth Management LLC grew its stake in Dimensional US Small Cap Value ETF by 9.2% during the 3rd quarter. Modera Wealth Management LLC now owns 2,565,849 shares of the company’s stock valued at $79,028,000 after acquiring an additional 216,965 shares in the last quarter. Finally, Ritholtz Wealth Management raised its holdings in Dimensional US Small Cap Value ETF by 3.9% in the 4th quarter. Ritholtz Wealth Management now owns 2,109,077 shares of the company’s stock valued at $64,917,000 after acquiring an additional 78,559 shares during the last quarter.

Dimensional US Small Cap Value ETF Price Performance

Shares of Dimensional US Small Cap Value ETF stock opened at $31.88 on Monday. The stock’s 50 day simple moving average is $31.86 and its 200-day simple moving average is $31.00. The stock has a market cap of $3.18 billion, a P/E ratio of 8.86 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 1-year low of $27.51 and a 1-year 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.