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

Heirloom Wealth Management lowered its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 36,739 shares of the company’s stock after selling 1,806 shares during the period. Dimensional US Small Cap Value ETF comprises about 0.4% of Heirloom Wealth Management’s investment portfolio, making the stock its 24th biggest position. Heirloom Wealth Management’s holdings in Dimensional US Small Cap Value ETF were worth $1,070,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Alaska Permanent Fund Corp increased its stake in shares of Dimensional US Small Cap Value ETF by 157.9% in the 3rd quarter. Alaska Permanent Fund Corp now owns 6,633,596 shares of the company’s stock valued at $168,095,000 after purchasing an additional 4,061,125 shares in the last quarter. EP Wealth Advisors LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 64,154.8% in the 3rd quarter. EP Wealth Advisors LLC now owns 2,421,763 shares of the company’s stock valued at $61,367,000 after purchasing an additional 2,417,994 shares in the last quarter. CI Private Wealth LLC purchased a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at about $25,730,000. Cable Hill Partners LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 253.7% in the 3rd quarter. Cable Hill Partners LLC now owns 980,377 shares of the company’s stock valued at $24,843,000 after purchasing an additional 703,171 shares in the last quarter. Finally, Jane Street Group LLC purchased a new position in shares of Dimensional US Small Cap Value ETF in the 4th quarter valued at about $15,554,000.

Dimensional US Small Cap Value ETF Stock Performance

Shares of Dimensional US Small Cap Value ETF stock traded up $0.32 on Friday, hitting $28.18. The company’s stock had a trading volume of 338,740 shares, compared to its average volume of 425,470. Dimensional US Small Cap Value ETF has a 1 year low of $23.01 and a 1 year high of $30.22. The firm has a fifty day moving average price of $28.81 and a 200-day moving average price of $27.45. The company has a market capitalization of $2.77 billion, a price-to-earnings ratio of 8.50 and a beta of 1.05.

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.