Dimensional US Small Cap ETF
DFAS
318 hedge funds and large institutions have $2.59B invested in Dimensional US Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 77 reducing their positions, and 53 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 77
1% less capital invested
Capital invested by funds: $2.63B → $2.59B (-$34.3M)
1.22% less ownership
Funds ownership: 66.14% → 64.92% (-1.2%)
3% less funds holding
Funds holding: 328 → 318 (-10)
13% less funds holding in top 10
Funds holding in top 10: 53 → 46 (-7)
13% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$31.1M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$27.7M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$25.4M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$16.3M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
McLean Asset Management
Tysons,
Virginia
|
-$20.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$14.9M |
| 3 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$12.5M |
| 4 |
PCI
Planning Center Inc
Moline,
Illinois
|
-$7.91M |
| 5 |
PWM
PBMares Wealth Management
Williamsburg,
Virginia
|
-$6.56M |
DFAS Hedge Fund Activity: Q1 2022 in Review
318 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q1 2022, worth a combined $2.59B — down 1.3% from $2.63B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of DFAS and 46 opened new positions — a net loss of 7 holders — while 77 trimmed existing stakes and 123 added.
The largest buyer was Creative Planning, adding an estimated $31.1M. The largest seller was McLean Asset Management, exiting entirely with an estimated $20.5M sold.
- 318 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q1 2022, down from 328 in Q4 2021.
- Funds reported $2.59B of Dimensional US Small Cap ETF stock for Q1 2022, down 1.3% quarter-over-quarter.
- 46 funds opened new Dimensional US Small Cap ETF positions in Q1 2022 and 53 closed out, a net change of -7 holders.
- The largest Dimensional US Small Cap ETF buyer in Q1 2022 was Creative Planning, an estimated $31.1M added.
- The largest Dimensional US Small Cap ETF seller in Q1 2022 was McLean Asset Management, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2022.