Cary Street Partners Investment Advisory LLC Raises Holdings in Dimensional US Small Cap Value ETF $DFSV

Cary Street Partners Investment Advisory LLC lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 269.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 36,202 shares of the company’s stock after buying an additional 26,403 shares during the quarter. Cary Street Partners Investment Advisory LLC’s holdings in Dimensional US Small Cap Value ETF were worth $1,065,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in DFSV. Mustard Seed Financial LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 11.8% during the second quarter. Mustard Seed Financial LLC now owns 44,856 shares of the company’s stock valued at $1,320,000 after purchasing an additional 4,744 shares in the last quarter. Willow Creek Wealth Management Inc. lifted its holdings in Dimensional US Small Cap Value ETF by 170.1% during the second quarter. Willow Creek Wealth Management Inc. now owns 41,282 shares of the company’s stock worth $1,215,000 after buying an additional 25,998 shares during the period. XY Planning Network Inc. lifted its holdings in Dimensional US Small Cap Value ETF by 110.4% during the second quarter. XY Planning Network Inc. now owns 143,039 shares of the company’s stock worth $4,210,000 after buying an additional 75,044 shares during the period. Allworth Financial LP boosted its position in Dimensional US Small Cap Value ETF by 0.9% during the 2nd quarter. Allworth Financial LP now owns 452,575 shares of the company’s stock valued at $13,319,000 after acquiring an additional 3,845 shares in the last quarter. Finally, Burk Holdings LLC purchased a new position in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at $4,430,000.

Dimensional US Small Cap Value ETF Trading Up 0.1%

DFSV opened at $33.07 on Friday. The firm has a market cap of $5.71 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a 12 month low of $23.80 and a 12 month high of $33.32. The stock has a fifty day moving average price of $31.74 and a 200-day moving average price of $30.90.

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.