We are live on ! Find out more
DFAS icon

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
CCM
301
Covington Capital Management
California
$75K
CTC
302
Central Trust Company
Missouri
$73K -$1.87K -31 -2%
SPIA
303
Steward Partners Investment Advisory
New York
$69K
NIC
304
Northwest Investment Counselors
Oregon
$69K +$69.5K +1,150 New
SBL
305
Sargent Bickham Lagudis
Colorado
$68K -$2.6K -43 -4%
VCM
306
Vigilant Capital Management
Maine
$65K
S
307
SignatureFD
Georgia
$63K
APA
308
American Portfolios Advisors
New York
$61.8K +$12K +199 +24%
MFA
309
McClarren Financial Advisors
Pennsylvania
$52K +$51.7K +856 New
NC
310
NewSquare Capital
Pennsylvania
$48K +$47.8K +792 New
SN
311
Sittner & Nelson
Oregon
$47K
PCFFS
312
Pacific Center for Financial Services
California
$44K
BC
313
Burleson & Co
California
$42K
S
314
Surevest
California
$41K +$41.2K +682 New
IA
315
IFP Advisors
Florida
$29K +$15.3K +253 +106%
EWM
316
Evermay Wealth Management
Virginia
$28K
FCG
317
Financial Connections Group
California
$28K +$28.8K +477 New
QCG
318
Quadrant Capital Group
Ohio
$26K
FCA
319
FinTrust Capital Advisors
South Carolina
$23K
GG
320
Gleason Group
Kentucky
$23K +$664 +11 +3%
SC
321
Schubert & Co
Texas
$23K +$23.1K +382 New
MAM
322
Meeder Asset Management
Ohio
$22K +$22.2K +368 New
MAM
323
Marquette Asset Management
Minnesota
$19K
JFA
324
JNBA Financial Advisors
Minnesota
$16K
PP
325
Pacifica Partners
Canada
$9K +$9.66K +160 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.