Dimensional US Small Cap Value ETF
DFSV
13 hedge funds and large institutions have $261M invested in Dimensional US Small Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
19.5% more ownership
Funds ownership: 0% → 19.5% (+20%)
Top Buyers
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.57M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$1.53M |
| 3 |
BDF
Balasa Dinverno & Foltz
|
+$621K |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
+$620K |
| 5 |
EAM
Evanson Asset Management
Carmel,
California
|
+$283K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $258M | +$2.57M | +100,000 | New |
|
|
ACP
2
Aveo Capital Partners
Englewood,
Colorado
| $1.53M | +$1.53M | +59,523 | New |
|
|
BDF
3
Balasa Dinverno & Foltz
| $624K | +$621K | +24,195 | New |
|
|
IFA
4
Index Fund Advisors
Irvine,
California
| $622K | +$620K | +24,149 | New |
|
|
EAM
5
Evanson Asset Management
Carmel,
California
| $284K | +$283K | +11,033 | New |
|
|
EP
6
Equius Partners
Novato,
California
| $245K | +$244K | +9,514 | New |
|
|
CPA
7
Cardiff Park Advisors
Carlsbad,
California
| $56K | +$55.7K | +2,168 | New |
|
|
SC
8
Schubert & Co
Mckinney,
Texas
| $35K | +$34.6K | +1,346 | New |
|
|
CMBA
9
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $24K | +$23.7K | +924 | New |
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $21K | +$20.5K | +798 | New |
|
|
QC
11
Quent Capital
New York
| $5K | +$4.85K | +189 | New |
|
|
MCA
12
Maryland Capital Advisors
Chester,
Maryland
| $3K | +$2.57K | +100 | New |
|
13
UBS Group
Zurich,
Switzerland
| $2K | +$1.72K | +67 | New |
|
DFSV Hedge Fund Activity: Q1 2022 in Review
13 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q1 2022, worth a combined $261M.
Buyers outnumbered sellers: 13 funds opened new DFSV positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $2.57M.
- 13 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q1 2022, up from 0 in Q4 2021.
- Funds reported $261M of Dimensional US Small Cap Value ETF stock for Q1 2022.
- 13 funds opened new Dimensional US Small Cap Value ETF positions in Q1 2022 and 0 closed out, a net change of +13 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q1 2022 was Dimensional Fund Advisors, an estimated $2.57M added.
Based on aggregated 13F filings for Q1 2022.