Dimensional US Small Cap Value ETF
DFSV
304 hedge funds and large institutions have $2.28B invested in Dimensional US Small Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 183 increasing their positions, 56 reducing their positions, and 11 closing their positions.
227% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 56
182% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 11
10% more capital invested
Capital invested by funds: $2.08B → $2.28B (+$198M)
7% more funds holding
Funds holding: 285 → 304 (+19)
1.4% more ownership
Funds ownership: 71.97% → 73.37% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 38 → 38 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$52.8M |
| 2 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
+$31.4M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$20M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$15.5M |
| 5 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$8.07M |
| 2 |
RVPG
Relative Value Partners Group
|
-$5.53M |
| 3 |
VW
Vance Wealth
Santa Clarita,
California
|
-$5.49M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$4.5M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.21M |
DFSV Hedge Fund Activity: Q2 2024 in Review
304 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap Value ETF (DFSV) for Q2 2024, worth a combined $2.28B — up 9.5% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DFSV positions and 11 closed out — a net gain of 20 holders — while 183 added to existing stakes and 56 trimmed.
The largest buyer was Savant Capital, adding an estimated $52.8M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $8.07M sold.
- 304 institutional investors held Dimensional US Small Cap Value ETF (DFSV) as of Q2 2024, up from 285 in Q1 2024.
- Funds reported $2.28B of Dimensional US Small Cap Value ETF stock for Q2 2024, up 9.5% quarter-over-quarter.
- 31 funds opened new Dimensional US Small Cap Value ETF positions in Q2 2024 and 11 closed out, a net change of +20 holders.
- The largest Dimensional US Small Cap Value ETF buyer in Q2 2024 was Savant Capital, an estimated $52.8M added.
- The largest Dimensional US Small Cap Value ETF seller in Q2 2024 was Balyasny Asset Management, an estimated $8.07M sold.
Based on aggregated 13F filings for Q2 2024.