We are live on ! Find out more
DFAS icon

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
BDF
376
Balasa Dinverno & Foltz
– -$219K -3,903 Closed
FWM
377
Frontier Wealth Management
Missouri
– -$210K -3,891 Closed
SWP
378
Stratos Wealth Partners
Ohio
– -$209K -3,719 Closed
VCP
379
Vista Capital Partners
Oregon
– -$207K -3,688 Closed
WCA
380
Waypoint Capital Advisors
Minnesota
– -$207K -3,688 Closed
OPWM
381
Oakwell Private Wealth Management
Texas
– -$202K -3,601 Closed
AW
382
Alaethes Wealth
Nevada
– -$101K -1,798 Closed
MFA
383
McClarren Financial Advisors
Pennsylvania
– -$47K -854 Closed
MAM
384
Marquette Asset Management
Minnesota
– -$18K -316 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.