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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$31.8M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$20.1M |
| 3 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$13.7M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.4M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$87.4M |
| 2 |
CPA
Cardiff Park Advisors
Carlsbad,
California
|
-$7.68M |
| 3 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
-$6.55M |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$4.67M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.79M |
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.