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Dimensional US Small Cap ETF

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
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
176
Vista Capital Partners
Oregon
$215K +$214K +3,680 New
US Bancorp
177
US Bancorp
Minnesota
$214K +$213K +3,668 New
EW
178
Evoke Wealth
California
$214K +$214K +3,670 New
EA
179
Efficient Advisors
Ohio
$210K +$209K +3,592 New
Betterment LLC
180
Betterment LLC
New York
$207K +$206K +3,548 New
PP
181
PDS Planning
Ohio
$203K +$202K +3,468 New
PSUF
182
People's United Financial
Connecticut
$201K +$200K +3,440 New
CI
183
Cordant Inc
Oregon
$196K +$195K +3,358 New
OC
184
Oakworth Capital
Alabama
$179K +$179K +3,071 New
TIM
185
Tortoise Investment Management
New York
$175K +$174K +2,990 New
AIM
186
Acropolis Investment Management
Missouri
$173K +$172K +2,955 New
CA
187
Clearstead Advisors
Ohio
$173K +$172K +2,958 New
Franklin Resources
188
Franklin Resources
California
$165K +$164K +2,827 New
GT
189
Glenmede Trust
Pennsylvania
$137K +$137K +2,359 New
NOI
190
Newton One Investments
Delaware
$136K +$135K +2,327 New
HFA
191
Hoover Financial Advisors
Pennsylvania
$131K +$131K +2,248 New
AW
192
Alaethes Wealth
Nevada
$105K +$105K +1,798 New
FI
193
FormulaFolio Investments
Michigan
$104K +$103K +1,776 New
BCWM
194
Bartlett & Co Wealth Management
Ohio
$96.1K +$95.7K +1,645 New
BC
195
Bartlett & Co
Ohio
$96K +$95.7K +1,645 New
TFM
196
TFC Financial Management
Massachusetts
$90K +$90.1K +1,549 New
CFFP
197
Center for Financial Planning
Michigan
$89K +$88.3K +1,518 New
CCM
198
Covington Capital Management
California
$73K +$72.3K +1,242 New
CTC
199
Central Trust Company
Missouri
$71K +$70.7K +1,216 New
SBL
200
Sargent Bickham Lagudis
Colorado
$69K +$68.4K +1,175 New

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.