Dimensional US Small Cap Value ETF
DFSV
285 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 10 closing their positions.
326% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 43
280% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 10
14% more capital invested
Capital invested by funds: $1.83B → $2.08B (+$252M)
9% more funds holding
Funds holding: 262 → 285 (+23)
6% more funds holding in top 10
Funds holding in top 10: 36 → 38 (+2)
2.8% less ownership
Funds ownership: 74.77% → 71.97% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$16.3M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$16.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13M |
| 5 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$9.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$18.4M |
| 2 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
-$16.3M |
| 3 |
Morgan Stanley
New York
|
-$5.5M |
| 4 |
Two Sigma Investments
New York
|
-$1.37M |
| 5 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
-$1.09M |
DFSV Hedge Fund Activity: Q1 2024 in Review
285 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q1 2024, worth a combined $2.08B — up 14% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new DFSV positions and 10 closed out — a net gain of 28 holders — while 183 added to existing stakes and 43 trimmed.
The largest buyer was Buckingham Strategic Wealth, adding an estimated $16.3M. The largest seller was AE Wealth Management, exiting entirely with an estimated $18.4M sold.
- 285 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q1 2024, up from 262 in Q4 2023.
- Funds reported $2.08B of Dimensional US Small Cap Value ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 38 funds opened new Dimensional US Small Cap Value ETF positions in Q1 2024 and 10 closed out, a net change of +28 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q1 2024 was Buckingham Strategic Wealth, an estimated $16.3M added.
- The largest Dimensional US Small Cap Value ETF seller in Q1 2024 was AE Wealth Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q1 2024.