Dimensional US Small Cap ETF
DFAS
485 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.
275% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 12
130% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 105
6% more funds holding
Funds holding: 457 → 485 (+28)
1.66% more ownership
Funds ownership: 69.75% → 71.41% (+1.7%)
2% less funds holding in top 10
Funds holding in top 10: 62 → 61 (-1)
22% less capital invested
Capital invested by funds: $5.15B → $4B (-$1.15B)
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$40.5M |
| 2 |
FNT
First National Trust
Hermitage,
Pennsylvania
|
+$15.8M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$13.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$12.7M |
| 5 |
FCB
First Command Bank
Fort Worth,
Texas
|
+$10.8M |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$9.39M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.6M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$4.26M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$3.85M |
| 5 |
KCM
KM Capital Management
Austin,
Texas
|
-$3.25M |
DFAS Hedge Fund Activity: Q2 2023 in Review
485 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q2 2023, worth a combined $4B — down 22% from $5.15B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new DFAS positions and 12 closed out — a net gain of 33 holders — while 241 added to existing stakes and 105 trimmed.
The largest buyer was Creative Planning, adding an estimated $40.5M. The largest seller was Royal Bank of Canada, cutting an estimated $9.39M.
- 485 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q2 2023, up from 457 in Q1 2023.
- Funds reported $4B of Dimensional US Small Cap ETF stock for Q2 2023, down 22% quarter-over-quarter.
- 45 funds opened new Dimensional US Small Cap ETF positions in Q2 2023 and 12 closed out, a net change of +33 holders.
- The largest Dimensional US Small Cap ETF buyer in Q2 2023 was Creative Planning, an estimated $40.5M added.
- The largest Dimensional US Small Cap ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $9.39M sold.
Based on aggregated 13F filings for Q2 2023.