Freedom Investment Management Inc. Decreases Stock Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Freedom Investment Management Inc. decreased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 6.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 293,912 shares of the company’s stock after selling 21,168 shares during the period. Dimensional US Small Cap Value ETF accounts for about 0.8% of Freedom Investment Management Inc.’s holdings, making the stock its 28th biggest position. Freedom Investment Management Inc. owned about 0.29% of Dimensional US Small Cap Value ETF worth $9,047,000 as of its most recent filing with the SEC.

Other institutional investors have also bought and sold shares of the company. GeoWealth Management LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 60.2% in the fourth quarter. GeoWealth Management LLC now owns 36,421 shares of the company’s stock valued at $1,121,000 after acquiring an additional 13,680 shares during the period. Arista Wealth Management LLC lifted its stake in Dimensional US Small Cap Value ETF by 3.4% during the fourth quarter. Arista Wealth Management LLC now owns 1,710,771 shares of the company’s stock worth $52,658,000 after purchasing an additional 56,380 shares during the last quarter. Tobias Financial Advisors Inc. boosted its holdings in shares of Dimensional US Small Cap Value ETF by 6.3% in the 4th quarter. Tobias Financial Advisors Inc. now owns 295,916 shares of the company’s stock worth $9,108,000 after purchasing an additional 17,547 shares in the last quarter. Strategic Investment Solutions Inc. IL increased its position in shares of Dimensional US Small Cap Value ETF by 18.1% during the 4th quarter. Strategic Investment Solutions Inc. IL now owns 272,002 shares of the company’s stock valued at $8,123,000 after purchasing an additional 41,595 shares during the last quarter. Finally, Cravens & Co Advisors LLC raised its holdings in shares of Dimensional US Small Cap Value ETF by 0.9% during the 4th quarter. Cravens & Co Advisors LLC now owns 113,180 shares of the company’s stock valued at $3,484,000 after buying an additional 1,000 shares in the last quarter.

Dimensional US Small Cap Value ETF Trading Up 1.3 %

DFSV opened at $25.65 on Friday. The company has a market cap of $3.82 billion, a P/E ratio of 11.69 and a beta of 1.14. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $34.23. The business’s 50-day moving average price is $28.35 and its 200-day moving average price is $30.47.

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.