Dimensional US Small Cap Value ETF
DFSV
401 hedge funds and large institutions have $3.26B invested in Dimensional US Small Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 189 increasing their positions, 78 reducing their positions, and 11 closing their positions.
727% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 11
142% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 78
40% more funds holding in top 10
Funds holding in top 10: 40 → 56 (+16)
22% more funds holding
Funds holding: 328 → 401 (+73)
15% more capital invested
Capital invested by funds: $2.84B → $3.26B (+$419M)
4.17% more ownership
Funds ownership: 74.82% → 79% (+4.2%)
93% less call options, than puts
Call options by funds: $18K | Put options by funds: $252K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$47M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$38.2M |
| 3 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$31.4M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$17.3M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$18.5M |
| 2 |
B
BetterWealth
San Jose,
California
|
-$12.5M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$5.98M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.8M |
| 5 |
PWMG
Private Wealth Management Group
Princeton,
New Jersey
|
-$2.33M |
DFSV Hedge Fund Activity: Q4 2024 in Review
401 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q4 2024, worth a combined $3.26B — up 15% from $2.84B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new DFSV positions and 11 closed out — a net gain of 80 holders — while 189 added to existing stakes and 78 trimmed.
The largest buyer was Savant Capital, adding an estimated $47M. The largest seller was Alaska Permanent Fund, cutting an estimated $18.5M.
- 401 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q4 2024, up from 328 in Q3 2024.
- Funds reported $3.26B of Dimensional US Small Cap Value ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 91 funds opened new Dimensional US Small Cap Value ETF positions in Q4 2024 and 11 closed out, a net change of +80 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q4 2024 was Savant Capital, an estimated $47M added.
- The largest Dimensional US Small Cap Value ETF seller in Q4 2024 was Alaska Permanent Fund, an estimated $18.5M sold.
Based on aggregated 13F filings for Q4 2024.