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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
JWA
76
JFS Wealth Advisors
Pennsylvania
$1.88M +$1.88M +32,247 New
MA
77
Montag & Associates
Georgia
$1.68M +$1.67M +28,747 New
UBS Group
78
UBS Group
Switzerland
$1.41M +$1.4M +24,054 New
PAG
79
Private Advisor Group
New Jersey
$1.4M +$1.4M +24,055 New
EH
80
Equitable Holdings
New York
$1.36M +$1.35M +23,257 New
WFA
81
Websterrogers Financial Advisors
South Carolina
$1.34M +$1.42M +24,494 New
FAIM
82
Financial Advocates Investment Management
Washington
$1.32M +$1.32M +22,616 New
SC
83
Schoolcraft Capital
Colorado
$1.29M +$1.29M +22,154 New
GAM
84
Gemmer Asset Management
California
$1.27M +$1.27M +21,827 New
TK
85
TIAA Kaspick
Massachusetts
$1.23M +$1.23M +21,127 New
JIC
86
Johnson Investment Counsel
Ohio
$1.11M +$1.1M +18,966 New
WT
87
Whittier Trust
California
$1.09M +$1.09M +18,672 New
EVM
88
Eaton Vance Management
Massachusetts
$1.07M +$1.06M +18,299 New
MA
89
Mutual Advisors
Nebraska
$1.04M +$1.04M +17,872 New
MWM
90
Merriman Wealth Management
Washington
$1.04M +$1.04M +17,860 New
MHS
91
M Holdings Securities
Oregon
$1.04M +$1.04M +17,860 New
JC
92
Jentner Corp
Ohio
$1.04M +$1.04M +17,822 New
UR
93
USCA RIA
Texas
$1.03M +$1.03M +17,663 New
SSB
94
Sandy Spring Bank
Maryland
$973K +$970K +16,669 New
ADL
95
Asset Dedication LLC
California
$931K +$928K +15,944 New
UWM
96
USAdvisors Wealth Management
Minnesota
$906K +$903K +15,515 New
CPSAC
97
Chas P. Smith & Associates (CPS)
Florida
$900K +$897K +15,416 New
BA
98
Bridgewater Advisors
New York
$853K +$850K +14,611 New
PFS
99
Prospera Financial Services
Texas
$829K +$825K +14,188 New
VFP
100
Verus Financial Partners
Virginia
$823K +$853K +14,661 New
2 3
4
5 6

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.