Baker Tilly Wealth Management LLC Has $629,000 Stock Position in Dimensional US Small Cap Value ETF $DFSV

Baker Tilly Wealth Management LLC cut its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 50.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 19,113 shares of the company’s stock after selling 19,079 shares during the quarter. Baker Tilly Wealth Management LLC’s holdings in Dimensional US Small Cap Value ETF were worth $629,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. V2 Financial group LLC grew its position in Dimensional US Small Cap Value ETF by 0.7% in the second quarter. V2 Financial group LLC now owns 71,574 shares of the company’s stock valued at $2,106,000 after acquiring an additional 503 shares during the period. Hurley Capital LLC raised its stake in Dimensional US Small Cap Value ETF by 8.3% during the third quarter. Hurley Capital LLC now owns 6,739 shares of the company’s stock worth $215,000 after acquiring an additional 519 shares in the last quarter. Austin Wealth Management LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 3.2% during the third quarter. Austin Wealth Management LLC now owns 17,116 shares of the company’s stock valued at $541,000 after acquiring an additional 531 shares during the period. Investmark Advisory Group LLC boosted its stake in shares of Dimensional US Small Cap Value ETF by 1.3% in the 3rd quarter. Investmark Advisory Group LLC now owns 42,959 shares of the company’s stock valued at $1,368,000 after purchasing an additional 532 shares in the last quarter. Finally, MAI Capital Management grew its holdings in shares of Dimensional US Small Cap Value ETF by 0.9% in the 3rd quarter. MAI Capital Management now owns 66,373 shares of the company’s stock worth $2,113,000 after purchasing an additional 603 shares during the last quarter.

Dimensional US Small Cap Value ETF Stock Performance

DFSV opened at $33.77 on Monday. The firm has a market cap of $6.34 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. The firm’s 50-day simple moving average is $35.61 and its 200-day simple moving average is $33.48. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $37.64.

Dimensional US Small Cap Value ETF Company 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.