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Dimensional US Small Cap ETF

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

855% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 11

152% more funds holding in top 10

Funds holding in top 10: 2153 (+32)

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

65% more capital invested

Capital invested by funds: $1.6B → $2.63B (+$1.03B)

38% more funds holding

Funds holding: 237328 (+91)

20.13% more ownership

Funds ownership: 46.01%66.14% (+20%)

Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.05%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
226
Integrated Advisors Network
Texas
$344K -$6.58K -109 -2%
SWA
227
ShankerValleau Wealth Advisors
Illinois
$341K +$343K +5,683 New
SWP
228
Stratos Wealth Partners
Ohio
$334K -$44.1K -730 -12%
BSWA
229
Bromfield Sneider Wealth Advisors
Massachusetts
$314K +$316K +5,238 New
SAM
230
Summit Asset Management
Tennessee
$313K
TFA
231
Triad Financial Advisors
North Carolina
$313K +$315K +5,212 New
MC
232
Moors & Cabot
Massachusetts
$305K
APC
233
Asset Planning Corporation
Tennessee
$304K
MCM
234
MAI Capital Management
Ohio
$301K +$303K +5,025 New
Fisher Asset Management
235
Fisher Asset Management
Washington
$298K +$300K +4,962 New
HWA
236
HCR Wealth Advisors
California
$297K +$27.2K +451 +10%
IWM
237
IHT Wealth Management
Illinois
$295K +$7.31K +121 +3%
BJL
238
Brighton Jones LLC
Washington
$294K +$3.56K +59 +1%
LWAC
239
Laurel Wealth Advisors (California)
California
$282K +$283K +4,693 New
RWM
240
RKL Wealth Management
Pennsylvania
$279K
SHWM
241
Silicon Hills Wealth Management
Texas
$278K +$279K +4,626 New
EFS
242
Essex Financial Services
Connecticut
$277K
BCA
243
Bay Colony Advisors
Massachusetts
$276K +$278K +4,596 New
FRA
244
Frank Rimerman Advisors
California
$273K +$2.66K +44 +1%
JIC
245
Joel Isaacson & Co
New York
$272K
WFAG
246
Wescott Financial Advisory Group
Pennsylvania
$270K -$13.5K -224 -5%
TFS
247
TrustCore Financial Services
Tennessee
$266K +$26.9K +445 +11%
RFC
248
Regions Financial Corp
Alabama
$262K +$263K +4,360 New
RF
249
Resolute Financial
Massachusetts
$262K +$264K +4,373 New
WWM
250
Western Wealth Management
Colorado
$262K +$265K +4,386 New

DFAS Hedge Fund Activity: Q4 2021 in Review

328 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q4 2021, worth a combined $2.63B — up 65% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DFAS positions and 11 closed out — a net gain of 94 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Creative Planning, adding an estimated $37.2M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $14.1M sold.

  • 328 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $2.63B of Dimensional US Small Cap ETF stock for Q4 2021, up 65% quarter-over-quarter.
  • 105 funds opened new Dimensional US Small Cap ETF positions in Q4 2021 and 11 closed out, a net change of +94 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $37.2M added.
  • The largest Dimensional US Small Cap ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2021.