Shearwater Capital LLC Grows Position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Shearwater Capital LLC raised its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 35.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,891 shares of the company’s stock after acquiring an additional 3,858 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 0.3% of Shearwater Capital LLC’s holdings, making the stock its 28th biggest position. Shearwater Capital LLC’s holdings in Dimensional US Small Cap Value ETF were worth $383,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Envestnet Asset Management Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 5.4% in the third quarter. Envestnet Asset Management Inc. now owns 47,275 shares of the company’s stock valued at $1,030,000 after purchasing an additional 2,437 shares during the period. Citadel Advisors LLC acquired a new stake in shares of Dimensional US Small Cap Value ETF in the 3rd quarter worth approximately $1,887,000. IFP Advisors Inc increased its stake in Dimensional US Small Cap Value ETF by 370.7% in the 4th quarter. IFP Advisors Inc now owns 2,669 shares of the company’s stock valued at $66,000 after purchasing an additional 2,102 shares in the last quarter. Cambridge Investment Research Advisors Inc. raised its holdings in Dimensional US Small Cap Value ETF by 34.5% during the fourth quarter. Cambridge Investment Research Advisors Inc. now owns 22,271 shares of the company’s stock worth $552,000 after purchasing an additional 5,717 shares during the last quarter. Finally, Mercer Global Advisors Inc. ADV purchased a new stake in Dimensional US Small Cap Value ETF during the fourth quarter worth $1,408,000.

Dimensional US Small Cap Value ETF Price Performance

Dimensional US Small Cap Value ETF stock traded up $0.40 during trading hours on Thursday, hitting $26.17. The stock had a trading volume of 51,613 shares, compared to its average volume of 398,698. The stock has a market capitalization of $1.53 billion, a price-to-earnings ratio of 8.33 and a beta of 1.05. Dimensional US Small Cap Value ETF has a 1-year low of $21.56 and a 1-year high of $28.42. The stock’s fifty day moving average is $26.64 and its two-hundred day moving average is $25.40.

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.