Dimensional US Small Cap ETF
DFAS
655 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 309 increasing their positions, 174 reducing their positions, and 22 closing their positions.
127% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 22
78% more repeat investments, than reductions
Existing positions increased: 309 | Existing positions reduced: 174
10% more capital invested
Capital invested by funds: $6.05B → $6.62B (+$577M)
3% more funds holding
Funds holding: 633 → 655 (+22)
0.37% less ownership
Funds ownership: 74.77% → 74.4% (-0.37%)
1% less funds holding in top 10
Funds holding in top 10: 86 → 85 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$171M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$34.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$29.3M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$11.3M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$49M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$23.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$19.4M |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$17.4M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$11.4M |
DFAS Hedge Fund Activity: Q3 2024 in Review
655 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q3 2024, worth a combined $6.62B — up 9.5% from $6.05B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new DFAS positions and 22 closed out — a net gain of 28 holders — while 309 added to existing stakes and 174 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $171M. The largest seller was Elser Financial Planning, cutting an estimated $49M.
- 655 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q3 2024, up from 633 in Q2 2024.
- Funds reported $6.62B of Dimensional US Small Cap ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
- 50 funds opened new Dimensional US Small Cap ETF positions in Q3 2024 and 22 closed out, a net change of +28 holders.
- The largest Dimensional US Small Cap ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $171M added.
- The largest Dimensional US Small Cap ETF seller in Q3 2024 was Elser Financial Planning, an estimated $49M sold.
Based on aggregated 13F filings for Q3 2024.