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Dimensional US Small Cap ETF
DFAS

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

42% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 88

13% more funds holding

Funds holding: 318 → 358 (+40)

2.35% more ownership

Funds ownership: 64.92% → 67.28% (+2.4%)

2% more funds holding in top 10

Funds holding in top 10: 46 → 47 (+1)

7% less capital invested

Capital invested by funds: $2.59B → $2.42B (-$177M)

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.03%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$26.7M
2
Creative Planning
Creative Planning
Kansas
+$24.9M
3
MAM
McLean Asset Management
Virginia
+$18.3M
4
MSWMA
Market Street Wealth Management Advisors
Indiana
+$13.7M
5
LPL Financial
LPL Financial
California
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
IFA
Index Fund Advisors
California
-$14.3M
2
MWA
Monograph Wealth Advisors
California
-$4.45M
3
CCM
Carlson Capital Management
Minnesota
-$3.85M
4
AF
Advisornet Financial
Minnesota
-$3.48M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
Wealthstream Advisors
New York
$2.31M -$26K -502 -1%
SP
127
Symmetry Partners
Connecticut
$2.3M – – –
CAM
128
Cresset Asset Management
Illinois
$2.25M +$1.34M +25,866 +124%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$2.12M +$108K +2,089 +5%
PO
130
Private Ocean
California
$2.04M -$280K -5,393 -11%
Wells Fargo
131
Wells Fargo
California
$2M -$89.1K -1,719 -4%
CWS
132
Cypress Wealth Services
California
$1.93M -$255K -4,924 -11%
WCWM
133
Willow Creek Wealth Management
California
$1.8M -$11.4K -219 -0.6%
DADC
134
D.A. Davidson & Co
Montana
$1.73M +$285K +5,491 +18%
AIA
135
Armor Investment Advisors
North Carolina
$1.72M +$95.2K +1,837 +5%
SC
136
Shearwater Capital
Colorado
$1.68M -$9.59K -185 -0.5%
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Virginia
$1.68M +$3.79K +73 +0.2%
KAS
138
Kestra Advisory Services
Texas
$1.64M +$181K +3,491 +11%
BA
139
Bridgewater Advisors
New York
$1.61M +$326K +6,285 +23%
CSWM
140
Cassady Schiller Wealth Management
Ohio
$1.6M +$875K +16,870 +102%
AFS
141
Annapolis Financial Services
Maryland
$1.58M +$340K +6,565 +25%
LFA
142
Lauterbach Financial Advisors
Texas
$1.56M -$8.3K -160 -0.5%
HWM
143
Hemington Wealth Management
Virginia
$1.56M – – –
TF
144
TIAA FSB
Florida
$1.47M -$10.8K -208 -0.7%
RA
145
RFG Advisory
Alabama
$1.44M +$570 +11 +0%
CWG
146
Crown Wealth Group
North Carolina
$1.43M -$240K -4,637 -14%
IAG
147
Investment Advisory Group
Massachusetts
$1.42M +$52 +1 +0%
MA
148
Montag & Associates
Georgia
$1.38M – – –
WFAG
149
Wescott Financial Advisory Group
Pennsylvania
$1.37M +$635K +12,240 +75%
SIAG
150
Safeguard Investment Advisory Group
California
$1.35M +$1.25M +24,183 New
4 5
6
7 8

DFAS Hedge Fund Activity: Q2 2022 in Review

358 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q2 2022, worth a combined $2.42B — down 6.8% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DFAS positions and 26 closed out — a net gain of 44 holders — while 125 added to existing stakes and 88 trimmed.

The largest buyer was Forvis Mazars Wealth Advisors, opening a new position worth an estimated $26.7M. The largest seller was Index Fund Advisors, cutting an estimated $14.3M.

  • 358 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q2 2022, up from 318 in Q1 2022.
  • Funds reported $2.42B of Dimensional US Small Cap ETF stock for Q2 2022, down 6.8% quarter-over-quarter.
  • 70 funds opened new Dimensional US Small Cap ETF positions in Q2 2022 and 26 closed out, a net change of +44 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q2 2022 was Forvis Mazars Wealth Advisors, an estimated $26.7M added.
  • The largest Dimensional US Small Cap ETF seller in Q2 2022 was Index Fund Advisors, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2022.