Joel Isaacson & Co. LLC Decreases Holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Joel Isaacson & Co. LLC lowered its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) by 9.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,855 shares of the company’s stock after selling 1,803 shares during the period. Joel Isaacson & Co. LLC’s holdings in Dimensional US Small Cap Value ETF were worth $519,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of the stock. Aviance Capital Partners LLC lifted its holdings in Dimensional US Small Cap Value ETF by 1.7% in the 1st quarter. Aviance Capital Partners LLC now owns 87,048 shares of the company’s stock valued at $2,620,000 after purchasing an additional 1,448 shares in the last quarter. Corrigan Financial Inc. raised its position in shares of Dimensional US Small Cap Value ETF by 17.5% in the third quarter. Corrigan Financial Inc. now owns 119,008 shares of the company’s stock valued at $3,665,000 after buying an additional 17,701 shares during the last quarter. Seaside Wealth Management Inc. lifted its stake in shares of Dimensional US Small Cap Value ETF by 1.8% in the first quarter. Seaside Wealth Management Inc. now owns 667,071 shares of the company’s stock worth $20,079,000 after buying an additional 11,662 shares in the last quarter. Strategic Investment Solutions Inc. IL acquired a new position in Dimensional US Small Cap Value ETF during the second quarter worth about $7,018,000. Finally, Wealth Enhancement Advisory Services LLC grew its stake in Dimensional US Small Cap Value ETF by 9.7% during the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 397,541 shares of the company’s stock valued at $11,966,000 after acquiring an additional 35,232 shares in the last quarter.

Dimensional US Small Cap Value ETF Price Performance

DFSV opened at $30.41 on Friday. The firm has a market capitalization of $3.03 billion, a price-to-earnings ratio of 8.86 and a beta of 1.13. The company’s 50 day simple moving average is $30.36 and its two-hundred day simple moving average is $29.65. Dimensional US Small Cap Value ETF has a 1-year low of $23.54 and a 1-year high of $32.29.

Dimensional US Small Cap Value ETF 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.