Dimensional US Small Cap Value ETF
DFSV
187 hedge funds and large institutions have $871M invested in Dimensional US Small Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 27 reducing their positions, and 9 closing their positions.
422% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 9
259% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 27
22% more funds holding
Funds holding: 153 → 187 (+34)
21% more funds holding in top 10
Funds holding in top 10: 19 → 23 (+4)
1% more capital invested
Capital invested by funds: $859M → $871M (+$11.9M)
10.11% less ownership
Funds ownership: 77.39% → 67.28% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$20.8M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$15.3M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$14.8M |
| 4 |
RS
Retirement Solution
Redmond,
Washington
|
+$14.7M |
| 5 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$26M |
| 2 |
Jane Street
New York
|
-$14.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.5M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$7.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.48M |
DFSV Hedge Fund Activity: Q1 2023 in Review
187 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q1 2023, worth a combined $871M — up 1.4% from $859M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DFSV positions and 9 closed out — a net gain of 38 holders — while 97 added to existing stakes and 27 trimmed.
The largest buyer was Modera Wealth Management, opening a new position worth an estimated $20.8M. The largest seller was Pathstone Family Office, cutting an estimated $26M.
- 187 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q1 2023, up from 153 in Q4 2022.
- Funds reported $871M of Dimensional US Small Cap Value ETF stock for Q1 2023, up 1.4% quarter-over-quarter.
- 47 funds opened new Dimensional US Small Cap Value ETF positions in Q1 2023 and 9 closed out, a net change of +38 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q1 2023 was Modera Wealth Management, an estimated $20.8M added.
- The largest Dimensional US Small Cap Value ETF seller in Q1 2023 was Pathstone Family Office, an estimated $26M sold.
Based on aggregated 13F filings for Q1 2023.