Dimensional US Small Cap ETF
DFAS
370 hedge funds and large institutions have $2.5B invested in Dimensional US Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 24 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 89
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
11% more funds holding in top 10
Funds holding in top 10: 47 → 52 (+5)
3% more funds holding
Funds holding: 358 → 370 (+12)
3% more capital invested
Capital invested by funds: $2.42B → $2.5B (+$80.5M)
0.83% more ownership
Funds ownership: 67.28% → 68.1% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$41.5M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$15.5M |
| 3 |
IFA
Index Fund Advisors
Irvine,
California
|
+$13.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$3.67M |
| 2 |
Jane Street
New York
|
-$3.43M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.34M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$1.78M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.53M |
DFAS Hedge Fund Activity: Q3 2022 in Review
370 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q3 2022, worth a combined $2.5B — up 3.3% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DFAS positions and 24 closed out — a net gain of 12 holders — while 166 added to existing stakes and 89 trimmed.
The largest buyer was Creative Planning, adding an estimated $41.5M. The largest seller was Modera Wealth Management, cutting an estimated $3.67M.
- 370 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q3 2022, up from 358 in Q2 2022.
- Funds reported $2.5B of Dimensional US Small Cap ETF stock for Q3 2022, up 3.3% quarter-over-quarter.
- 36 funds opened new Dimensional US Small Cap ETF positions in Q3 2022 and 24 closed out, a net change of +12 holders.
- The largest Dimensional US Small Cap ETF buyer in Q3 2022 was Creative Planning, an estimated $41.5M added.
- The largest Dimensional US Small Cap ETF seller in Q3 2022 was Modera Wealth Management, an estimated $3.67M sold.
Based on aggregated 13F filings for Q3 2022.