Dimensional US Small Cap Value ETF
DFSV
220 hedge funds and large institutions have $1.36B invested in Dimensional US Small Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 136 increasing their positions, 32 reducing their positions, and 9 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 32
233% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 9
34% more capital invested
Capital invested by funds: $1.02B → $1.36B (+$341M)
14% more funds holding in top 10
Funds holding in top 10: 22 → 25 (+3)
10% more funds holding
Funds holding: 200 → 220 (+20)
7.58% more ownership
Funds ownership: 69.22% → 76.8% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$107M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$94.6M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$63.8M |
| 4 |
CHP
Cable Hill Partners
Portland,
Oregon
|
+$18.6M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$39.9M |
| 2 |
Jane Street
New York
|
-$3.52M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$3.07M |
| 4 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$1.69M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.63M |
DFSV Hedge Fund Activity: Q3 2023 in Review
220 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q3 2023, worth a combined $1.36B — up 34% from $1.02B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DFSV positions and 9 closed out — a net gain of 21 holders — while 136 added to existing stakes and 32 trimmed.
The largest buyer was Alaska Permanent Fund, adding an estimated $107M. The largest seller was LJI Wealth Management, cutting an estimated $39.9M.
- 220 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q3 2023, up from 200 in Q2 2023.
- Funds reported $1.36B of Dimensional US Small Cap Value ETF stock for Q3 2023, up 34% quarter-over-quarter.
- 30 funds opened new Dimensional US Small Cap Value ETF positions in Q3 2023 and 9 closed out, a net change of +21 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q3 2023 was Alaska Permanent Fund, an estimated $107M added.
- The largest Dimensional US Small Cap Value ETF seller in Q3 2023 was LJI Wealth Management, an estimated $39.9M sold.
Based on aggregated 13F filings for Q3 2023.