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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
HA
151
HFG Advisors
Ohio
$1.12M +$1.06M +37,053 New
MWM
152
Meritas Wealth Management
California
$1.11M -$7.87K -276 -0.7%
Wealthfront Advisers
153
Wealthfront Advisers
California
$1.09M +$465K +16,320 +82%
LFA
154
Level Financial Advisors
New York
$1.08M +$741K +25,966 +259%
HWM
155
Heirloom Wealth Management
Colorado
$1.06M -$41.3K -1,448 -4%
QC
156
Quent Capital
New York
$1.03M +$674K +23,644 +223%
BEW
157
Burton Enright Welch
California
$1.03M +$12.2K +428 +1%
HKIMG
158
Hutchens & Kramer Investment Management Group
Indiana
$1.02M -$41.1K -1,441 -4%
QHA
159
Quarry Hill Advisors
Minnesota
$993K +$313K +10,971 +50%
NWM
160
Northwest Wealth Management
Iowa
$936K +$184K +6,449 +26%
FCM
161
Fortis Capital Management
Washington
$932K +$1.63K +57 +0.2%
CP
162
Capital Planning
Washington
$909K +$142K +4,986 +20%
AA
163
Aire Advisors
California
$886K -$9.38K -329 -1%
MWM
164
Mattern Wealth Management
Kansas
$876K +$170K +5,943 +26%
SSB
165
Sandy Spring Bank
Maryland
$863K +$139K +4,872 +20%
Morgan Stanley
166
Morgan Stanley
New York
$821K -$5.5M -192,725 -88%
CFGA
167
Cambridge Financial Group (Arizona)
Arizona
$815K +$211K +7,398 +38%
MCM
168
MAI Capital Management
Ohio
$815K +$187K +6,550 +32%
WRPWM
169
Werba Rubin Papier Wealth Management
California
$782K +$227K +7,975 +44%
KSWA
170
Kathleen S. Wright Associates
Pennsylvania
$775K +$342K +11,998 +85%
TH
171
Team Hewins
California
$774K -$18.5K -648 -2%
DI
172
Disciplined Investments
Oklahoma
$765K – – –
FWM
173
FMB Wealth Management
California
$763K +$14.9K +522 +2%
MA
174
Mutual Advisors
Nebraska
$757K +$195K +6,836 +37%
KAM
175
Kraft Asset Management
Tennessee
$749K +$204K +7,136 +40%
5 6
7
8 9

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.