Dimensional US Small Cap Value ETF
DFSV
DFSV
199 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 126 increasing their positions, 31 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.94% more ownership
Funds ownership: 67.26% → 69.19% (+1.9%)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Holders
199
Holding in Top 10
22
Calls
–
Puts
–
Top Buyers
| 1 | +$18.1M | |
| 2 | +$16.9M | |
| 3 | +$15.9M | |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$7.78M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$7.49M |
Top Sellers
| 1 | -$157M | |
| 2 | -$11.3M | |
| 3 | -$8.86M | |
| 4 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$5.25M |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$2.08M |