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Dimensional US Small Cap ETF
DFAS

608 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 281 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 19

72% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 163

9% more capital invested

Capital invested by funds: $5.49B → $6B (+$508M)

6% more funds holding

Funds holding: 575 → 608 (+33)

2% more funds holding in top 10

Funds holding in top 10: 83 → 85 (+2)

1.53% less ownership

Funds ownership: 77.45% → 75.92% (-1.5%)

Holders
608
Holders Change
+33
Holders Change %
+5.74%
% of All Funds
8.76%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.22%
New
64
Increased
281
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$53.2M
2
APF
Alaska Permanent Fund
Alaska
+$19.6M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$16.9M
4
Bank of America
Bank of America
North Carolina
+$15.2M
5
EF
Empowered Funds
Pennsylvania
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
-$23.2M
2
CCM
Carlson Capital Management
Minnesota
-$13.3M
3
HPC
HM Payson & Co
Maine
-$12.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.91M
5
CAM
Clarity Asset Management
Iowa
-$7.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
451
Powers Advisory Group
Illinois
$390K +$116K +1,965 +46%
AWP
452
Accretive Wealth Partners
New Jersey
$387K – – –
HSA
453
HBK Sorce Advisory
Pennsylvania
$387K +$367K +6,209 New
BRWA
454
B. Riley Wealth Advisors
Florida
$383K +$9.59K +162 +2%
PA
455
Parallel Advisors
California
$382K -$6.04K -102 -2%
ANB
456
Amarillo National Bank
Texas
$379K – – –
SIS
457
Sound Income Strategies
Florida
$366K +$340K +5,754 +4,876%
RSWM
458
Robertson Stephens Wealth Management
California
$364K – – –
SRC
459
Sage Rhino Capital
California
$363K – – –
SCM
460
Sollinda Capital Management
Florida
$360K +$342K +5,774 New
ACP
461
Aveo Capital Partners
Colorado
$360K -$86.6K -1,464 -20%
QHA
462
Quarry Hill Advisors
Minnesota
$357K – – –
VCM
463
Versant Capital Management
Arizona
$356K – – –
MFWP
464
Mosaic Family Wealth Partners
Missouri
$355K +$337K +5,694 New
FF
465
Francis Financial
$351K -$1.36K -23 -0.4%
DAS
466
Diversify Advisory Services
Utah
$349K +$335K +5,662 New
HWM
467
HB Wealth Management
Georgia
$349K – – –
MAC
468
Mason & Associates (California)
California
$349K +$331K +5,592 New
HA
469
Hanover Advisors
South Carolina
$346K +$17K +288 +5%
CB
470
Cadence Bank
Mississippi
$346K -$12.9K -218 -4%
ATC
471
Argent Trust Co
Tennessee
$343K -$15.5K -262 -5%
1WA
472
180 Wealth Advisors
Washington
$342K +$324K +5,479 New
BFPW
473
BOK Financial Private Wealth
Colorado
$332K – – –
AG
474
Ascent Group
Virginia
$331K +$314K +5,304 New
HWA
475
Heartwood Wealth Advisors
Virginia
$331K – – –
17 18
19
20 21

DFAS Hedge Fund Activity: Q1 2024 in Review

608 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q1 2024, worth a combined $6B — up 9.3% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAS positions and 19 closed out — a net gain of 45 holders — while 281 added to existing stakes and 163 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $53.2M. The largest seller was Savant Capital, cutting an estimated $23.2M.

  • 608 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q1 2024, up from 575 in Q4 2023.
  • Funds reported $6B of Dimensional US Small Cap ETF stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 64 funds opened new Dimensional US Small Cap ETF positions in Q1 2024 and 19 closed out, a net change of +45 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q1 2024 was HighTower Advisors, an estimated $53.2M added.
  • The largest Dimensional US Small Cap ETF seller in Q1 2024 was Savant Capital, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2024.