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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
AFA
476
American Financial Advisors
Georgia
$326K +$355 +6 +0.1%
SAM
477
Summit Asset Management
Tennessee
$325K – – –
APP
478
Avantax Planning Partners
Iowa
$318K +$77.7K +1,313 +35%
BFG
479
Berger Financial Group
Minnesota
$318K +$302K +5,100 New
DI
480
Disciplined Investments
Oklahoma
$316K +$7.1K +120 +2%
APC
481
Asset Planning Corporation
Tennessee
$316K – – –
AWA
482
Acorn Wealth Advisors
Michigan
$314K +$33.8K +572 +13%
BAAM
483
Baker Avenue Asset Management
California
$311K +$71K +1,200 +32%
MFG
484
Merit Financial Group
Georgia
$306K -$1.48K -25 -0.5%
FS
485
Financial Symmetry
North Carolina
$304K +$14.3K +242 +5%
Lido Advisors
486
Lido Advisors
California
$303K +$9.82K +166 +4%
MWM
487
Meritas Wealth Management
California
$303K – – –
PCIA
488
Prime Capital Investment Advisors
Kansas
$298K +$49.8K +841 +21%
MSF
489
Mustard Seed Financial
Arkansas
$298K +$8.4K +142 +3%
AWA
490
Arbor Wealth Advisors
Michigan
$297K – – –
ST
491
Smithfield Trust
Pennsylvania
$294K +$189K +3,200 +210%
MPCL
492
My Personal CFO LLC
Washington
$294K -$16K -270 -5%
CA
493
Cornerstone Advisory
Maryland
$290K +$30.1K +508 +12%
RWM
494
RKL Wealth Management
Pennsylvania
$290K – – –
SW
495
SteelPeak Wealth
California
$289K – – –
SWA
496
Stratos Wealth Advisors
Ohio
$287K +$273K +4,611 New
FRA
497
Frank Rimerman Advisors
California
$286K – – –
Ameriprise
498
Ameriprise
Minnesota
$282K +$268K +4,524 New
Focus Partners Wealth
499
Focus Partners Wealth
Massachusetts
$275K +$32.2K +544 +14%
CFGS
500
Concourse Financial Group Securities
Alabama
$274K – – –
18 19
20
21 22

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.