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Dimensional US Small Cap ETF

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

855% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 11

152% more funds holding in top 10

Funds holding in top 10: 2153 (+32)

82% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 56

65% more capital invested

Capital invested by funds: $1.6B → $2.63B (+$1.03B)

38% more funds holding

Funds holding: 237328 (+91)

20.13% more ownership

Funds ownership: 46.01%66.14% (+20%)

Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.05%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
201
Ellenbecker Investment Group
Wisconsin
$455K +$9.78K +162 +2%
FPCP
202
Fort Point Capital Partners
California
$455K +$458K +7,589 New
WCM
203
Wealthcare Capital Management
Virginia
$453K -$8.82K -146 -2%
WIA
204
World Investment Advisors
California
$440K +$193K +3,188 +68%
OPS
205
Orion Portfolio Solutions
Nebraska
$433K +$38.2K +633 +10%
PPW
206
Parcion Private Wealth
Washington
$429K
B
207
Bridgeworth
Alabama
$423K
WFA
208
WMG Financial Advisors
Tennessee
$408K +$411K +6,800 New
CAN
209
Cetera Advisor Networks
California
$406K +$845 +14 +0.2%
SSW
210
Stone Summit Wealth
Florida
$404K +$407K +6,737 New
MWC
211
MBM Wealth Consultants
Missouri
$400K
Betterment LLC
212
Betterment LLC
New York
$398K +$63.1K +1,045 +19%
CFGS
213
Concourse Financial Group Securities
Alabama
$394K -$35.9K -595 -8%
BFA
214
Bill Few Associates
Pennsylvania
$394K +$397K +6,573 New
CSI
215
Cross Staff Investments
New York
$390K +$393K +6,500 New
CA
216
Cetera Advisors
Colorado
$383K -$9.42K -156 -2%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$382K -$60 -1 -0%
AFA
218
American Financial Advisors
Georgia
$382K +$2.54K +42 +0.7%
AIA
219
Angeles Investment Advisors
California
$372K
Wealthfront Advisers
220
Wealthfront Advisers
California
$357K +$360K +5,954 New
BAM
221
Baldrige Asset Management
Pennsylvania
$354K +$23.9K +396 +7%
KS
222
Karpas Strategies
Connecticut
$352K +$354K +5,868 New
RM
223
Resource Management
Louisiana
$350K
SRC
224
Sage Rhino Capital
California
$349K
OFG
225
Oxford Financial Group
Indiana
$347K

DFAS Hedge Fund Activity: Q4 2021 in Review

328 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q4 2021, worth a combined $2.63B — up 65% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new DFAS positions and 11 closed out — a net gain of 94 holders — while 102 added to existing stakes and 56 trimmed.

The largest buyer was Creative Planning, adding an estimated $37.2M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $14.1M sold.

  • 328 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q4 2021, up from 237 in Q3 2021.
  • Funds reported $2.63B of Dimensional US Small Cap ETF stock for Q4 2021, up 65% quarter-over-quarter.
  • 105 funds opened new Dimensional US Small Cap ETF positions in Q4 2021 and 11 closed out, a net change of +94 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q4 2021 was Creative Planning, an estimated $37.2M added.
  • The largest Dimensional US Small Cap ETF seller in Q4 2021 was Dimensional Fund Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q4 2021.