Forum Financial Management LP Has $4.51 Million Holdings in Dimensional US Small Cap Value ETF $DFSV

Forum Financial Management LP lessened its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 15.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 141,766 shares of the company’s stock after selling 25,525 shares during the quarter. Forum Financial Management LP owned 0.08% of Dimensional US Small Cap Value ETF worth $4,514,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the business. AE Wealth Management LLC increased its stake in Dimensional US Small Cap Value ETF by 404.1% in the 2nd quarter. AE Wealth Management LLC now owns 3,438 shares of the company’s stock valued at $101,000 after buying an additional 2,756 shares during the last quarter. EverSource Wealth Advisors LLC bought a new position in shares of Dimensional US Small Cap Value ETF in the 2nd quarter valued at about $180,000. Hurley Capital LLC increased its position in shares of Dimensional US Small Cap Value ETF by 14.3% in the second quarter. Hurley Capital LLC now owns 6,220 shares of the company’s stock valued at $183,000 after acquiring an additional 777 shares during the last quarter. Mills Wealth Advisors LLC bought a new stake in Dimensional US Small Cap Value ETF during the second quarter worth about $200,000. Finally, Sutton Place Investors LLC bought a new stake in Dimensional US Small Cap Value ETF during the second quarter worth about $204,000.

Dimensional US Small Cap Value ETF Stock Up 0.6%

DFSV stock opened at $34.63 on Friday. The business has a 50 day moving average price of $32.64 and a two-hundred day moving average price of $31.76. The company has a market cap of $6.31 billion, a price-to-earnings ratio of 11.87 and a beta of 1.13. Dimensional US Small Cap Value ETF has a twelve month low of $23.80 and a twelve month high of $34.75.

Dimensional US Small Cap Value ETF Company Profile

(Free Report)

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.

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