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Dimensional US Small Cap ETF
DFAS

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

42% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 88

13% more funds holding

Funds holding: 318 → 358 (+40)

2.35% more ownership

Funds ownership: 64.92% → 67.28% (+2.4%)

2% more funds holding in top 10

Funds holding in top 10: 46 → 47 (+1)

7% less capital invested

Capital invested by funds: $2.59B → $2.42B (-$177M)

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.03%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$26.7M
2
Creative Planning
Creative Planning
Kansas
+$24.9M
3
MAM
McLean Asset Management
Virginia
+$18.3M
4
MSWMA
Market Street Wealth Management Advisors
Indiana
+$13.7M
5
LPL Financial
LPL Financial
California
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
IFA
Index Fund Advisors
California
-$14.3M
2
MWA
Monograph Wealth Advisors
California
-$4.45M
3
CCM
Carlson Capital Management
Minnesota
-$3.85M
4
AF
Advisornet Financial
Minnesota
-$3.48M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
351
Pacifica Partners
Canada
$8K – – –
CI
352
CX Institutional
Indiana
$8K +$8.97K +173 New
JFA
353
JNBA Financial Advisors
Minnesota
$6K – – –
GRP
354
Global Retirement Partners
California
$5K -$10K -193 -63%
TAM
355
Tucker Asset Management
Colorado
$2.83K – – –
TCWA
356
Ten Capital Wealth Advisors
Washington
$2K +$1.76K +34 New
GWA
357
Gibson Wealth Advisors
Texas
$1K – – –
AW
358
ACG Wealth
Georgia
$1K +$1.55K +30 New
EVM
359
Eaton Vance Management
Massachusetts
– -$1.02M -18,227 Closed
PB
360
Pinnacle Bancorp
Nebraska
– -$992K -17,697 Closed
RVPG
361
Relative Value Partners Group
– -$824K -14,692 Closed
CFO
362
Collective Family Office
Pennsylvania
– -$727K -12,963 Closed
Susquehanna International Group
363
Susquehanna International Group
Pennsylvania
– -$682K -12,170 Closed
MGIA
364
Moneta Group Investment Advisors
Missouri
– -$613K -10,935 Closed
MG
365
Mather Group
Illinois
– -$535K -9,541 Closed
OPCM
366
Osborne Partners Capital Management
California
– -$473K -8,443 Closed
AFA
367
American Financial Advisors
Georgia
– -$357K -6,376 Closed
CAC
368
Certified Advisory Corp
Florida
– -$315K -5,622 Closed
MCM
369
MAI Capital Management
Ohio
– -$268K -4,785 Closed
WIA
370
World Investment Advisors
California
– -$260K -4,642 Closed
SWA
371
ShankerValleau Wealth Advisors
Illinois
– -$255K -4,556 Closed
RFC
372
Regions Financial Corp
Alabama
– -$244K -4,360 Closed
HH
373
Hilltop Holdings
Texas
– -$235K -4,191 Closed
CA
374
Cornerstone Advisory
Maryland
– -$232K -4,142 Closed
SOAG
375
Silver Oak Advisory Group
Oregon
– -$226K -4,034 Closed
12 13 14
15
16

DFAS Hedge Fund Activity: Q2 2022 in Review

358 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q2 2022, worth a combined $2.42B — down 6.8% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DFAS positions and 26 closed out — a net gain of 44 holders — while 125 added to existing stakes and 88 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $26.7M. The largest seller was Index Fund Advisors, cutting an estimated $14.3M.

  • 358 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q2 2022, up from 318 in Q1 2022.
  • Funds reported $2.42B of Dimensional US Small Cap ETF stock for Q2 2022, down 6.8% quarter-over-quarter.
  • 70 funds opened new Dimensional US Small Cap ETF positions in Q2 2022 and 26 closed out, a net change of +44 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q2 2022 was Forvis Mazars Wealth Advisors, an estimated $26.7M added.
  • The largest Dimensional US Small Cap ETF seller in Q2 2022 was Index Fund Advisors, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2022.