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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$53.2M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$19.6M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$16.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.2M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
-$23.2M |
| 2 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$13.3M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
-$12.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$8.91M |
| 5 |
CAM
Clarity Asset Management
Ames,
Iowa
|
-$7.57M |
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.