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DFSV

Dimensional US Small Cap Value ETF
DFSV

285 hedge funds and large institutions have $2.08B invested in Dimensional US Small Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 183 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

326% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 43

280% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $1.83B → $2.08B (+$252M)

9% more funds holding

Funds holding: 262 → 285 (+23)

6% more funds holding in top 10

Funds holding in top 10: 36 → 38 (+2)

2.8% less ownership

Funds ownership: 74.77% → 71.97% (-2.8%)

Holders
285
Holders Change
+23
Holders Change %
+8.78%
% of All Funds
4.11%
Holding in Top 10
38
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.56%
% of All Funds
0.55%
New
38
Increased
183
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$16.3M
2
SC
Savant Capital
Illinois
+$16.2M
3
Bank of America
Bank of America
North Carolina
+$16M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13M
5
APF
Alaska Permanent Fund
Alaska
+$9.89M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$18.4M
2
AWM
Arista Wealth Management
Nevada
-$16.3M
3
Morgan Stanley
Morgan Stanley
New York
-$5.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.37M
5
TI
Truepoint Inc
Ohio
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
126
SageView Advisory Group
California
$1.7M -$23.4K -821 -1%
FFA
127
Farther Finance Advisors
California
$1.68M +$18.4K +646 +1%
BTI
128
Blue Trust Inc
Georgia
$1.66M +$398K +13,960 +34%
FA
129
Fermata Advisors
California
$1.66M +$269K +9,449 +21%
PFA
130
Pettinga Financial Advisors
Indiana
$1.61M +$144K +5,040 +10%
AA
131
Ancora Advisors
Ohio
$1.61M +$742K +26,003 +95%
RGC
132
Roberts, Glore & Co
Illinois
$1.54M +$212K +7,450 +17%
Betterment LLC
133
Betterment LLC
New York
$1.54M +$171K +5,991 +13%
AF
134
Allworth Financial
California
$1.52M -$377K -13,204 -21%
CFO
135
Collective Family Office
Pennsylvania
$1.51M +$21.5K +754 +2%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$1.5M +$583K +20,458 +70%
MWA
137
Monograph Wealth Advisors
California
$1.42M +$257 +9 +0%
IAG
138
Investmark Advisory Group
Connecticut
$1.41M +$42.5K +1,489 +3%
PWIA
139
Porter White Investment Advisors
Alabama
$1.39M +$98.7K +3,462 +8%
LCM
140
Liberty Capital Management
Michigan
$1.37M +$3.54K +124 +0.3%
Citadel Advisors
141
Citadel Advisors
Florida
$1.37M +$1.29M +45,376 New
FNBT
142
FineMark National Bank & Trust
Florida
$1.34M +$160K +5,600 +14%
EP
143
Eudaimonia Partners
Tennessee
$1.33M +$53.3K +1,870 +4%
TIM
144
Tortoise Investment Management
New York
$1.32M +$22.6K +792 +2%
HWM
145
Hemington Wealth Management
Virginia
$1.31M +$1.24M +43,626 New
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
$1.3M +$1.23M +43,191 New
GTAM
147
Global Trust Asset Management
Florida
$1.28M +$37.8K +1,326 +3%
SC
148
Schubert & Co
Texas
$1.23M +$68.7K +2,408 +6%
Renaissance Technologies
149
Renaissance Technologies
New York
$1.21M +$539K +18,900 +89%
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$62.2K +2,180 +6%
4 5
6
7 8

DFSV Hedge Fund Activity: Q1 2024 in Review

285 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q1 2024, worth a combined $2.08B — up 14% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DFSV positions and 10 closed out — a net gain of 28 holders — while 183 added to existing stakes and 43 trimmed.

The largest buyer was Buckingham Strategic Wealth, adding an estimated $16.3M. The largest seller was AE Wealth Management, exiting entirely with an estimated $18.4M sold.

  • 285 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q1 2024, up from 262 in Q4 2023.
  • Funds reported $2.08B of Dimensional US Small Cap Value ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 38 funds opened new Dimensional US Small Cap Value ETF positions in Q1 2024 and 10 closed out, a net change of +28 holders.
  • The largest Dimensional US Small Cap Value ETF buyer in Q1 2024 was Buckingham Strategic Wealth, an estimated $16.3M added.
  • The largest Dimensional US Small Cap Value ETF seller in Q1 2024 was AE Wealth Management, an estimated $18.4M sold.

Based on aggregated 13F filings for Q1 2024.