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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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$3.84M +$3.82M +65,728 New
IF
52
Ironwood Financial
Arizona
$3.42M +$3.4M +58,529 New
BBNB
53
Baker Boyer National Bank
Washington
$3.21M +$3.89M +66,933 New
3LCM
54
3D/L Capital Management
Connecticut
$3.21M +$3.19M +54,890 New
MWM
55
Mission Wealth Management
California
$3.1M +$3.09M +53,176 New
MFAM
56
M Financial Asset Management
Oregon
$3.05M +$3.03M +52,152 New
SSC
57
Syverson Strege & Co
Iowa
$2.99M +$2.98M +51,201 New
Northern Trust
58
Northern Trust
Illinois
$2.71M +$269M +4,630,698 New
MML Investors Services
59
MML Investors Services
Massachusetts
$2.69M +$2.68M +45,992 New
AWP
60
Abacus Wealth Partners
California
$2.5M +$2.49M +42,855 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$2.4M +$2.39M +41,118 New
DAS
62
Dynamic Advisor Solutions
Arizona
$2.39M +$2.38M +40,918 New
CWS
63
Cypress Wealth Services
California
$2.36M +$2.35M +40,426 New
WFA
64
Wade Financial Advisory
California
$2.31M +$2.31M +39,632 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$2.29M +$2.28M +39,119 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$2.24M +$2.23M +38,417 New
SP
67
Symmetry Partners
Connecticut
$2.24M +$2.23M +38,315 New
WCWM
68
Willow Creek Wealth Management
California
$2.21M +$2.2M +37,815 New
BPA
69
Beacon Pointe Advisors
California
$2.2M +$2.19M +37,629 New
OCM
70
Oakwood Capital Management
California
$2.16M +$2.15M +36,988 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.15M +$2.14M +36,753 New
Wells Fargo
72
Wells Fargo
California
$2.14M +$2.13M +36,659 New
KAS
73
Kestra Advisory Services
Texas
$2.14M +$2.13M +36,576 New
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$2M +$1.99M +34,152 New
TF
75
TIAA FSB
Florida
$1.89M +$1.89M +32,403 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.