Jackson Thornton Wealth Management LLC Sells 49,715 Shares of Dimensional US Small Cap Value ETF $DFSV

Jackson Thornton Wealth Management LLC decreased its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 5.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 853,321 shares of the company’s stock after selling 49,715 shares during the quarter. Dimensional US Small Cap Value ETF accounts for about 2.7% of Jackson Thornton Wealth Management LLC’s investment portfolio, making the stock its 9th biggest position. Jackson Thornton Wealth Management LLC owned about 0.43% of Dimensional US Small Cap Value ETF worth $30,839,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. BDFS Capital LLC bought a new position in Dimensional US Small Cap Value ETF in the fourth quarter worth $841,000. Rather & Kittrell Inc. raised its stake in shares of Dimensional US Small Cap Value ETF by 5.2% in the 4th quarter. Rather & Kittrell Inc. now owns 681,209 shares of the company’s stock valued at $22,405,000 after buying an additional 33,608 shares in the last quarter. Wealth Advisors Northwest LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 4.5% during the 4th quarter. Wealth Advisors Northwest LLC now owns 524,670 shares of the company’s stock worth $17,256,000 after acquiring an additional 22,426 shares during the period. Apella Capital LLC lifted its holdings in shares of Dimensional US Small Cap Value ETF by 101.5% during the 4th quarter. Apella Capital LLC now owns 49,868 shares of the company’s stock worth $1,640,000 after acquiring an additional 25,121 shares during the period. Finally, Bayshore Asset Management LLC boosted its position in shares of Dimensional US Small Cap Value ETF by 72.5% during the 4th quarter. Bayshore Asset Management LLC now owns 82,000 shares of the company’s stock valued at $2,697,000 after acquiring an additional 34,461 shares in the last quarter.

Dimensional US Small Cap Value ETF Stock Down 0.5%

NYSEARCA DFSV opened at $38.57 on Wednesday. The stock has a market cap of $7.88 billion, a P/E ratio of 11.87 and a beta of 1.03. The company’s 50-day simple moving average is $37.86 and its 200 day simple moving average is $36.20. Dimensional US Small Cap Value ETF has a twelve month low of $28.86 and a twelve month high of $39.33.

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.