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Dimensional US Small Cap ETF

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: 318358 (+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: 4647 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
151
Sutton Place Investors
New York
$1.35M -$4.36K -84 -0.3%
TC
152
TAGStone Capital
North Carolina
$1.27M -$985 -19 -0.1%
FI
153
Financial Insights
Washington
$1.2M +$1.29M +24,919 New
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$1.15M -$2.94M -56,683 -70%
QFA
155
Quantum Financial Advisors
California
$1.13M +$1.09M +20,961 New
LI
156
LVZ Inc
Michigan
$1.09M +$1.18M +22,681 New
B
157
BetterWealth
California
$1.08M +$1.17M +22,554 New
EH
158
Equitable Holdings
New York
$1.07M +$52 +1 +0%
SC
159
Schoolcraft Capital
Colorado
$1.06M -$577K -11,119 -34%
JWA
160
JFS Wealth Advisors
Pennsylvania
$1.05M +$674 +13 +0.1%
SW
161
SVB Wealth
Massachusetts
$976K +$282K +5,436 +37%
RGF
162
Retirement Guys Formula
Ohio
$973K +$202K +3,894 +24%
EWA
163
EverSource Wealth Advisors
Alabama
$971K -$82.6K -1,594 -7%
AWP
164
Abacus Wealth Partners
California
$945K -$40.4K -779 -4%
WFA
165
Websterrogers Financial Advisors
South Carolina
$924K -$148K -2,862 -13%
JIC
166
Johnson Investment Counsel
Ohio
$919K
Morgan Stanley
167
Morgan Stanley
New York
$913K +$36.2K +699 +4%
SSB
168
Sandy Spring Bank
Maryland
$904K +$976K +18,823 New
PFO
169
Pathstone Family Office
New Jersey
$875K +$945K +18,227 New
MA
170
Mutual Advisors
Nebraska
$861K -$13K -251 -1%
CWM
171
Curi Wealth Management
North Carolina
$857K +$787K +15,174 +568%
WW
172
Waterfront Wealth
Kansas
$849K +$74.5K +1,436 +9%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$809K +$471K +9,087 +117%
ADL
174
Asset Dedication LLC
California
$808K +$1.55K +30 +0.2%
PFM
175
Phillips Financial Management
Indiana
$806K +$2.23K +43 +0.3%

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.