Dimensional US Small Cap Value ETF
DFSV
200 hedge funds and large institutions have $1.02B invested in Dimensional US Small Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 127 increasing their positions, 31 reducing their positions, and 9 closing their positions.
310% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 31
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $882M → $1.02B (+$135M)
7% more funds holding
Funds holding: 187 → 200 (+13)
0.78% less ownership
Funds ownership: 67.28% → 66.5% (-0.78%)
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$17.2M |
| 2 |
SWM
Seaside Wealth Management
Carlsbad,
California
|
+$16.1M |
| 3 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
+$15.2M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$7.41M |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$7.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$149M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.7M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$8.44M |
| 4 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$5.25M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$2.14M |
DFSV Hedge Fund Activity: Q2 2023 in Review
200 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q2 2023, worth a combined $1.02B — up 15% from $882M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DFSV positions and 9 closed out — a net gain of 16 holders — while 127 added to existing stakes and 31 trimmed.
The largest buyer was Savant Capital, adding an estimated $17.2M. The largest seller was Merriman Wealth Management, cutting an estimated $149M.
- 200 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q2 2023, up from 187 in Q1 2023.
- Funds reported $1.02B of Dimensional US Small Cap Value ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 25 funds opened new Dimensional US Small Cap Value ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q2 2023 was Savant Capital, an estimated $17.2M added.
- The largest Dimensional US Small Cap Value ETF seller in Q2 2023 was Merriman Wealth Management, an estimated $149M sold.
Based on aggregated 13F filings for Q2 2023.