Rockefeller Capital Management L.P. Raises Holdings in Dimensional US Small Cap Value ETF $DFSV

Rockefeller Capital Management L.P. lifted its position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 625.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 460,259 shares of the company’s stock after acquiring an additional 396,836 shares during the quarter. Rockefeller Capital Management L.P. owned approximately 0.25% of Dimensional US Small Cap Value ETF worth $15,138,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. GeoWealth Management LLC lifted its holdings in Dimensional US Small Cap Value ETF by 1.9% during the fourth quarter. GeoWealth Management LLC now owns 15,326 shares of the company’s stock valued at $504,000 after purchasing an additional 284 shares during the last quarter. Lutz Financial Services LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 2.5% in the fourth quarter. Lutz Financial Services LLC now owns 12,109 shares of the company’s stock worth $398,000 after purchasing an additional 293 shares in the last quarter. Valued Wealth Advisors LLC increased its stake in shares of Dimensional US Small Cap Value ETF by 1.3% in the fourth quarter. Valued Wealth Advisors LLC now owns 23,563 shares of the company’s stock worth $775,000 after purchasing an additional 307 shares in the last quarter. Ruedi Wealth Management Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 0.4% in the fourth quarter. Ruedi Wealth Management Inc. now owns 72,415 shares of the company’s stock valued at $2,382,000 after purchasing an additional 321 shares during the period. Finally, Verisail Partners LLC raised its position in shares of Dimensional US Small Cap Value ETF by 2.1% in the fourth quarter. Verisail Partners LLC now owns 16,451 shares of the company’s stock valued at $541,000 after purchasing an additional 338 shares during the period.

Dimensional US Small Cap Value ETF Trading Down 0.4%

Shares of DFSV stock opened at $38.06 on Wednesday. The stock has a market capitalization of $7.57 billion, a P/E ratio of 11.87 and a beta of 1.04. The firm’s 50 day moving average is $37.49 and its 200 day moving average is $35.83. Dimensional US Small Cap Value ETF has a 12 month low of $28.86 and a 12 month high of $39.33.

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.