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Dimensional US Small Cap ETF
DFAS

608 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 281 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 19

72% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 163

9% more capital invested

Capital invested by funds: $5.49B → $6B (+$508M)

6% more funds holding

Funds holding: 575 → 608 (+33)

2% more funds holding in top 10

Funds holding in top 10: 83 → 85 (+2)

1.53% less ownership

Funds ownership: 77.45% → 75.92% (-1.5%)

Holders
608
Holders Change
+33
Holders Change %
+5.74%
% of All Funds
8.76%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.22%
New
64
Increased
281
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$53.2M
2
APF
Alaska Permanent Fund
Alaska
+$19.6M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$16.9M
4
Bank of America
Bank of America
North Carolina
+$15.2M
5
EF
Empowered Funds
Pennsylvania
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
-$23.2M
2
CCM
Carlson Capital Management
Minnesota
-$13.3M
3
HPC
HM Payson & Co
Maine
-$12.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.91M
5
CAM
Clarity Asset Management
Iowa
-$7.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
RGF
251
Retirement Guys Formula
Ohio
$2.14M -$104K -1,764 -5%
WIM
252
Warwick Investment Management
Texas
$2.14M +$1.02M +17,182 +100%
LI
253
LVZ Inc
Michigan
$2.12M -$238K -4,028 -11%
SAM
254
Smartleaf Asset Management
Massachusetts
$2.1M +$407K +6,885 +26%
HSG
255
Helen Stephens Group
Texas
$2.08M +$832K +14,063 +73%
CWP
256
Concord Wealth Partners
Virginia
$2.07M +$183K +3,097 +10%
4WM
257
49 Wealth Management
Texas
$2.06M +$38.9K +657 +2%
RCA
258
Resonant Capital Advisors
Wisconsin
$2.05M – – –
BTI
259
Blue Trust Inc
Georgia
$2.03M +$240K +4,064 +14%
HWM
260
Hemington Wealth Management
Virginia
$2.02M – – –
PO
261
Private Ocean
California
$2.02M -$164K -2,779 -8%
ASFA
262
All Season Financial Advisors
Colorado
$1.99M +$178K +3,015 +10%
JWA
263
JFS Wealth Advisors
Pennsylvania
$1.96M +$59 +1 +0%
AWS
264
Atria Wealth Solutions
New York
$1.95M -$54.9K -928 -3%
MSFS
265
Main Street Financial Solutions
Pennsylvania
$1.94M +$1.84M +31,061 New
STCOSD
266
Sageworth Trust Company of South Dakota
South Dakota
$1.9M +$485K +8,195 +37%
WP
267
Westmount Partners
California
$1.88M – – –
LFGO
268
Legacy Financial Group (Oklahoma)
Oklahoma
$1.87M +$311K +5,263 +21%
EWA
269
Elevate Wealth Advisory
Georgia
$1.85M -$22.8K -385 -1%
TIAA Trust, National Association
270
TIAA Trust, National Association
North Carolina
$1.82M -$176K -2,982 -9%
TIM
271
Tortoise Investment Management
New York
$1.82M +$419K +7,087 +32%
RCAG
272
Rehmann Capital Advisory Group
Michigan
$1.8M +$213K +3,593 +14%
BA
273
BCM Advisors
Louisiana
$1.78M +$676K +11,429 +62%
IAN
274
Integrated Advisors Network
Texas
$1.73M -$24.4K -412 -1%
FWM
275
Forza Wealth Management
Florida
$1.7M +$1.61M +27,220 New
9 10
11
12 13

DFAS Hedge Fund Activity: Q1 2024 in Review

608 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q1 2024, worth a combined $6B — up 9.3% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAS positions and 19 closed out — a net gain of 45 holders — while 281 added to existing stakes and 163 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $53.2M. The largest seller was Savant Capital, cutting an estimated $23.2M.

  • 608 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q1 2024, up from 575 in Q4 2023.
  • Funds reported $6B of Dimensional US Small Cap ETF stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 64 funds opened new Dimensional US Small Cap ETF positions in Q1 2024 and 19 closed out, a net change of +45 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q1 2024 was HighTower Advisors, an estimated $53.2M added.
  • The largest Dimensional US Small Cap ETF seller in Q1 2024 was Savant Capital, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2024.