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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
LNC
501
Lincoln National Corp
Pennsylvania
$274K -$27.9K -472 -10%
SAM
502
Sequent Asset Management
Texas
$270K +$256K +4,331 New
DWM
503
Drive Wealth Management
Utah
$269K +$498K +8,419 New
SWP
504
Summit Wealth Partners
Florida
$266K – – –
FIC
505
Family Investment Center
Missouri
$266K +$252K +4,266 New
VWA
506
Visionary Wealth Advisors
Illinois
$261K – – –
MWM
507
MBE Wealth Management
Wisconsin
$258K +$4.67K +79 +2%
GA
508
Goldstein Advisors
Wisconsin
$253K – – –
SOAG
509
Silver Oak Advisory Group
Oregon
$252K – – –
FTDI
510
First Trust Direct Indexing
Massachusetts
$251K +$238K +4,025 New
BCM
511
BluePointe Capital Management
California
$247K +$2.96K +50 +1%
CCM
512
Coldstream Capital Management
Washington
$246K +$234K +3,954 New
SFO
513
Stokes Family Office
Louisiana
$245K -$59.1K -998 -20%
NP
514
NorthRock Partners
Minnesota
$241K +$296 +5 +0.1%
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$234K +$224K +3,789 New
RFC
516
Regions Financial Corp
Alabama
$232K – – –
FA
517
Flagstar Advisors
New York
$231K +$2.72K +46 +1%
GKWIM
518
Gerber Kawasaki Wealth & Investment Management
California
$231K – – –
GWM
519
GDS Wealth Management
Texas
$229K – – –
ME
520
McIlrath & Eck
Washington
$227K +$7.69K +130 +4%
BB
521
Busey Bank
Illinois
$220K – – –
NAM
522
NorthCrest Asset Manangement
Minnesota
$219K – – –
PP
523
PDS Planning
Ohio
$218K +$355 +6 +0.2%
PIA
524
Perennial Investment Advisors
California
$217K +$118 +2 +0.1%
First Manhattan
525
First Manhattan
New York
$216K +$93.1K +1,574 +83%
19 20
21
22 23

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.