Dimensional US Small Cap Value ETF
DFSV
55 hedge funds and large institutions have $454M invested in Dimensional US Small Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 9 increasing their positions, reducing their positions, and 1 closing their positions.
4,200% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 1
323% more funds holding
Funds holding: 13 → 55 (+42)
74% more capital invested
Capital invested by funds: $261M → $454M (+$193M)
52.77% more ownership
Funds ownership: 19.5% → 72.27% (+53%)
Top Buyers
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$140M |
| 2 |
TI
Truepoint Inc
Cincinnati,
Ohio
|
+$18.4M |
| 3 |
B
BetterWealth
San Jose,
California
|
+$12.7M |
| 4 |
BDF
Balasa Dinverno & Foltz
|
+$12.3M |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
+$9.61M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
51
Baldrige Asset Management
Allentown,
Pennsylvania
| $10K | +$10.9K | +445 | New |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $2.21K | +$2.32M | +94,984 | +11,903% |
|
|
MCA
53
Maryland Capital Advisors
Chester,
Maryland
| $2K | – | – | – |
|
|
DI
54
Disciplined Investments
Tulsa,
Oklahoma
| $1K | +$1.56K | +64 | New |
|
|
FSWA
55
Financial Synergies Wealth Advisors
Houston,
Texas
| $678 | +$733 | +30 | New |
|
|
56
UBS Group
Zurich,
Switzerland
| – | -$2K | -67 | Closed |
|
DFSV Hedge Fund Activity: Q2 2022 in Review
55 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q2 2022, worth a combined $454M — up 74% from $261M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DFSV positions and 1 closed out — a net gain of 42 holders — while 9 added to existing stakes and 0 trimmed.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $140M. The largest seller was UBS Group, exiting entirely with an estimated $2K sold.
- 55 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q2 2022, up from 13 in Q1 2022.
- Funds reported $454M of Dimensional US Small Cap Value ETF stock for Q2 2022, up 74% quarter-over-quarter.
- 43 funds opened new Dimensional US Small Cap Value ETF positions in Q2 2022 and 1 closed out, a net change of +42 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q2 2022 was Merriman Wealth Management, an estimated $140M added.
- The largest Dimensional US Small Cap Value ETF seller in Q2 2022 was UBS Group, an estimated $2K sold.
Based on aggregated 13F filings for Q2 2022.