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DFSV

Dimensional US Small Cap Value ETF
DFSV

262 hedge funds and large institutions have $1.83B invested in Dimensional US Small Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 134 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 18

191% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 46

44% more funds holding in top 10

Funds holding in top 10: 25 → 36 (+11)

35% more capital invested

Capital invested by funds: $1.36B → $1.83B (+$470M)

19% more funds holding

Funds holding: 220 → 262 (+42)

2.03% less ownership

Funds ownership: 76.8% → 74.77% (-2%)

Holders
262
Holders Change
+42
Holders Change %
+19.09%
% of All Funds
3.82%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.52%
New
65
Increased
134
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
+$31.8M
2
SC
Savant Capital
Illinois
+$20.1M
3
MWM
Modera Wealth Management
New Jersey
+$13.7M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.4M
5
BSW
Buckingham Strategic Wealth
Missouri
+$10.2M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$87.4M
2
CPA
Cardiff Park Advisors
California
-$7.68M
3
JFG
JMG Financial Group
Illinois
-$6.55M
4
CA
CGN Advisors
Kansas
-$4.67M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
151
Flow Traders U.S.
New York
$1.01M +$382K +14,703 +74%
BEW
152
Burton Enright Welch
California
$981K +$410K +15,808 +88%
FCM
153
Fortis Capital Management
Washington
$900K +$3.17K +122 +0.4%
AA
154
Aire Advisors
California
$866K +$772K +29,747 New
RCAG
155
Rehmann Capital Advisory Group
Michigan
$854K -$128K -4,930 -14%
ARC
156
Advisor Resource Council
Texas
$836K +$745K +28,700 New
AA
157
Ancora Advisors
Ohio
$800K +$363K +13,989 +104%
TH
158
Team Hewins
California
$768K +$684K +26,365 New
DI
159
Disciplined Investments
Oklahoma
$740K – – –
CP
160
Capital Planning
Washington
$734K +$654K +25,198 New
MFG
161
Mendota Financial Group
Wisconsin
$726K -$251K -9,685 -28%
FWM
162
FMB Wealth Management
California
$723K +$13.8K +533 +2%
NWM
163
Northwest Wealth Management
Iowa
$717K +$336K +12,959 +111%
SSB
164
Sandy Spring Bank
Maryland
$693K +$408K +15,716 +194%
MWM
165
Mattern Wealth Management
Kansas
$674K +$256K +9,882 +75%
PWA
166
Physician Wealth Advisors
Utah
$651K +$22.5K +866 +4%
RWP
167
Revolve Wealth Partners
New Jersey
$646K – – –
QHA
168
Quarry Hill Advisors
Minnesota
$641K +$241K +9,282 +73%
Renaissance Technologies
169
Renaissance Technologies
New York
$620K +$54.5K +2,100 +11%
MCM
170
MAI Capital Management
Ohio
$597K +$191K +7,354 +56%
AWM
171
Apollon Wealth Management
South Carolina
$585K +$25.9K +1,000 +5%
MFA
172
McClarren Financial Advisors
Pennsylvania
$582K +$2.08K +80 +0.4%
Wealthfront Advisers
173
Wealthfront Advisers
California
$580K +$136K +5,236 +36%
CFGA
174
Cambridge Financial Group (Arizona)
Arizona
$573K +$511K +19,694 New
WDL
175
Well Done LLC
Michigan
$565K +$504K +19,418 New
5 6
7
8 9

DFSV Hedge Fund Activity: Q4 2023 in Review

262 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q4 2023, worth a combined $1.83B — up 35% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DFSV positions and 18 closed out — a net gain of 47 holders — while 134 added to existing stakes and 46 trimmed.

The largest buyer was Alaska Permanent Fund, adding an estimated $31.8M. The largest seller was Strategic Investment Solutions, cutting an estimated $87.4M.

  • 262 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q4 2023, up from 220 in Q3 2023.
  • Funds reported $1.83B of Dimensional US Small Cap Value ETF stock for Q4 2023, up 35% quarter-over-quarter.
  • 65 funds opened new Dimensional US Small Cap Value ETF positions in Q4 2023 and 18 closed out, a net change of +47 holders.
  • The largest Dimensional US Small Cap Value ETF buyer in Q4 2023 was Alaska Permanent Fund, an estimated $31.8M added.
  • The largest Dimensional US Small Cap Value ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $87.4M sold.

Based on aggregated 13F filings for Q4 2023.