Dimensional US Small Cap ETF
DFAS
457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.
215% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 13
96% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 111
45% more capital invested
Capital invested by funds: $3.55B → $5.15B (+$1.6B)
3% more funds holding
Funds holding: 442 → 457 (+15)
2.48% less ownership
Funds ownership: 72.23% → 69.75% (-2.5%)
5% less funds holding in top 10
Funds holding in top 10: 65 → 62 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.1M |
| 2 |
AA
Aire Advisors
Beverly Hills,
California
|
+$8.19M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$7.39M |
| 4 |
TWP
TFO Wealth Partners
Maumee,
Ohio
|
+$7.3M |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$7.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.1M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$10.4M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$9.82M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$8.64M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$7.41M |
DFAS Hedge Fund Activity: Q1 2023 in Review
457 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q1 2023, worth a combined $5.15B — up 45% from $3.55B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DFAS positions and 13 closed out — a net gain of 28 holders — while 218 added to existing stakes and 111 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $10.1M. The largest seller was Jane Street, cutting an estimated $13.1M.
- 457 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q1 2023, up from 442 in Q4 2022.
- Funds reported $5.15B of Dimensional US Small Cap ETF stock for Q1 2023, up 45% quarter-over-quarter.
- 41 funds opened new Dimensional US Small Cap ETF positions in Q1 2023 and 13 closed out, a net change of +28 holders.
- The largest Dimensional US Small Cap ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $10.1M added.
- The largest Dimensional US Small Cap ETF seller in Q1 2023 was Jane Street, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2023.