Heirloom Wealth Management Sells 1,806 Shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Heirloom Wealth Management lessened its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 4.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,739 shares of the company’s stock after selling 1,806 shares during the quarter. Dimensional US Small Cap Value ETF accounts for 0.4% of Heirloom Wealth Management’s investment portfolio, making the stock its 24th largest position. Heirloom Wealth Management owned approximately 0.06% of Dimensional US Small Cap Value ETF worth $1,070,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of DFSV. Envestnet Asset Management Inc. grew its stake in Dimensional US Small Cap Value ETF by 5.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 47,275 shares of the company’s stock valued at $1,030,000 after purchasing an additional 2,437 shares during the period. Citadel Advisors LLC purchased a new position in shares of Dimensional US Small Cap Value ETF during the 3rd quarter valued at $1,887,000. PNC Financial Services Group Inc. bought a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth $139,000. JPMorgan Chase & Co. bought a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth $4,607,000. Finally, Renaissance Technologies LLC bought a new position in shares of Dimensional US Small Cap Value ETF during the 4th quarter worth $934,000.

Dimensional US Small Cap Value ETF Trading Up 1.1 %

Shares of DFSV stock traded up $0.32 on Friday, hitting $28.18. 338,740 shares of the stock were exchanged, compared to its average volume of 425,470. The firm has a market capitalization of $2.77 billion, a PE ratio of 8.50 and a beta of 1.05. Dimensional US Small Cap Value ETF has a one year low of $23.01 and a one year high of $30.22. The firm’s 50 day moving average is $28.81 and its two-hundred day moving average is $27.45.

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.