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Dimensional US Small Cap ETF
DFAS

216 hedge funds and large institutions have $1.5B invested in Dimensional US Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 216 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

44.38% more ownership

Funds ownership: 0% → 44.38% (+44%)

Holders
216
Holders Change
+216
Holders Change %
–
% of All Funds
3.76%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
% of All Funds
0.38%
New
216
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$334M
2
Northern Trust
Northern Trust
Illinois
+$269M
3
BSW
Buckingham Strategic Wealth
Missouri
+$145M
4
TWA
TCI Wealth Advisors
Arizona
+$95.8M
5
PL
Plancorp LLC
Missouri
+$92.4M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RRC
26
Relaxing Retirement Coach
Massachusetts
$8.33M +$8.29M +142,571 New
TWP
27
TFO Wealth Partners
Ohio
$8.03M +$8.03M +137,977 New
CPIG
28
Chicago Partners Investment Group
Illinois
$7.9M +$8.06M +138,516 New
AIS
29
American Investment Services
Massachusetts
$7.87M +$7.84M +134,810 New
CL
30
CPWM LLC
Washington
$7.57M +$7.54M +129,693 New
MSWMA
31
Market Street Wealth Management Advisors
Indiana
$7.14M +$7.11M +122,210 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$6.83M +$6.8M +116,971 New
AF
33
Allworth Financial
California
$6.74M +$6.72M +115,469 New
HIGP
34
Hill Investment Group Partners
Missouri
$6.59M +$6.57M +112,897 New
UCFA
35
United Capital Financial Advisors
Texas
$6.39M +$6.37M +109,453 New
MAS
36
Managed Account Services
Florida
$6.36M +$6.34M +108,971 New
AL
37
Aspiriant LLC
California
$6.26M +$6.24M +107,210 New
JMPWA
38
JP Morgan Private Wealth Advisors
California
$6.04M +$6.02M +103,420 New
PWM
39
PBMares Wealth Management
Virginia
$5.93M +$5.91M +101,634 New
Truist Financial
40
Truist Financial
North Carolina
$5.87M +$5.85M +100,481 New
CCM
41
Colorado Capital Management
Colorado
$5.75M +$5.73M +98,496 New
SWM
42
Soundmark Wealth Management
Washington
$5.27M +$5.27M +90,625 New
LFG
43
Larson Financial Group
Missouri
$5.18M +$5.16M +88,705 New
Osaic Holdings
44
Osaic Holdings
Arizona
$4.5M +$4.48M +77,038 New
AC
45
Apella Capital
Connecticut
$4.5M +$4.48M +77,025 New
V
46
Veritable
Delaware
$4.46M +$4.45M +76,422 New
HighTower Advisors
47
HighTower Advisors
Illinois
$4.3M +$4.29M +73,739 New
PO
48
Private Ocean
California
$4.16M +$4.15M +71,278 New
SCM
49
Stordahl Capital Management
Colorado
$4.12M +$4.11M +70,567 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$4.03M +$4.01M +68,918 New
1
2
3 4 5

DFAS Hedge Fund Activity: Q2 2021 in Review

216 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q2 2021, worth a combined $1.5B.

Buyers outnumbered sellers: 216 funds opened new DFAS positions and 0 closed out — a net gain of 216 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $334M.

  • 216 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $1.5B of Dimensional US Small Cap ETF stock for Q2 2021.
  • 216 funds opened new Dimensional US Small Cap ETF positions in Q2 2021 and 0 closed out, a net change of +216 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q2 2021 was Creative Planning, an estimated $334M added.

Based on aggregated 13F filings for Q2 2021.