Dimensional US Small Cap Value ETF
DFSV
75 hedge funds and large institutions have $341M invested in Dimensional US Small Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 2 reducing their positions, and 3 closing their positions.
2,200% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 2
667% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 3
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
36% more funds holding
Funds holding: 55 → 75 (+20)
1.91% more ownership
Funds ownership: 72.27% → 74.17% (+1.9%)
25% less capital invested
Capital invested by funds: $454M → $341M (-$113M)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIM
76
Rockbridge Investment Management
Syracuse,
New York
| – | -$156K | -6,902 | Closed |
|
|
PFGIA
77
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$52K | -2,320 | Closed |
|
78
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
DFSV Hedge Fund Activity: Q3 2022 in Review
75 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q3 2022, worth a combined $341M — down 25% from $454M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new DFSV positions and 3 closed out — a net gain of 20 holders — while 46 added to existing stakes and 2 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $43.7M. The largest seller was CarsonAllaria Wealth Management, exiting entirely with an estimated $408K sold.
- 75 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q3 2022, up from 55 in Q2 2022.
- Funds reported $341M of Dimensional US Small Cap Value ETF stock for Q3 2022, down 25% quarter-over-quarter.
- 23 funds opened new Dimensional US Small Cap Value ETF positions in Q3 2022 and 3 closed out, a net change of +20 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q3 2022 was Pathstone Family Office, an estimated $43.7M added.
- The largest Dimensional US Small Cap Value ETF seller in Q3 2022 was CarsonAllaria Wealth Management, an estimated $408K sold.
Based on aggregated 13F filings for Q3 2022.