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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
CCA
276
Column Capital Advisors
Indiana
$202K +$203K +3,362 New
HPC
277
HM Payson & Co
Maine
$184K -$209K -3,465 -53%
OC
278
Oakworth Capital
Alabama
$184K
AIM
279
Acropolis Investment Management
Missouri
$181K +$3.56K +59 +2%
CA
280
Clearstead Advisors
Ohio
$177K
Franklin Resources
281
Franklin Resources
California
$175K +$4.29K +71 +3%
CWM
282
Curi Wealth Management
North Carolina
$160K +$161K +2,667 New
JP Morgan Chase
283
JP Morgan Chase
New York
$142K +$143K +2,372 New
GT
284
Glenmede Trust
Pennsylvania
$141K
NOI
285
Newton One Investments
Delaware
$141K +$1.63K +27 +1%
First Manhattan
286
First Manhattan
New York
$119K
EW
287
Evoke Wealth
California
$116K
NFG
288
Next Financial Group
Texas
$114K +$96.6K +1,600 +533%
UB
289
UMB Bank
Missouri
$112K +$112K +1,861 New
SFM
290
Signet Financial Management
New Jersey
$109K +$110K +1,821 New
AW
291
Alaethes Wealth
Nevada
$108K
BWS
292
BCR Wealth Strategies
Alabama
$106K +$106K +1,761 New
ACA
293
Atlas Capital Advisors
Wyoming
$100K
LFA
294
Level Financial Advisors
New York
$98K +$99.1K +1,641 New
TFM
295
TFC Financial Management
Massachusetts
$93K
CFFP
296
Center for Financial Planning
Michigan
$91K
KPCM
297
Kings Point Capital Management
New York
$91K +$92K +1,523 New
WFA
298
WestHill Financial Advisors
California
$88K +$88.2K +1,461 New
CWP
299
Concord Wealth Partners
Virginia
$88K +$88.7K +1,468 New
EBA
300
Eagle Bay Advisors
New York
$76K -$45.7K -756 -37%

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.