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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
Creative Planning
1
Creative Planning
Kansas
$335M +$334M +5,736,810 New
BSW
2
Buckingham Strategic Wealth
Missouri
$146M +$145M +2,497,525 New
TWA
3
TCI Wealth Advisors
Arizona
$96.1M +$95.8M +1,645,924 New
PL
4
Plancorp LLC
Missouri
$92.8M +$92.4M +1,588,625 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.5M +$86.2M +1,481,577 New
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$60.1M +$59.9M +1,029,284 New
EAM
7
Evanson Asset Management
California
$39.2M +$39M +670,590 New
SC
8
Savant Capital
Illinois
$37M +$36.8M +633,378 New
FG
9
Foster Group
Iowa
$36.8M +$36.7M +630,561 New
CL
10
Choreo LLC
Illinois
$33.6M +$33.5M +575,755 New
CCM
11
Carlson Capital Management
Minnesota
$29.1M +$29M +497,847 New
DY
12
Dowling & Yahnke
California
$28.4M +$28.3M +486,750 New
MWM
13
Modera Wealth Management
New Jersey
$24.7M +$24.6M +422,946 New
AP
14
Adero Partners
California
$23.7M +$23.7M +406,567 New
MAM
15
McLean Asset Management
Virginia
$20.7M +$21.6M +371,780 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$16.6M +$16.5M +284,403 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$16.1M +$16.1M +276,393 New
EWM
18
Empirical Wealth Management
Washington
$15.4M +$15.4M +264,106 New
LFS
19
Lutz Financial Services
Nebraska
$13.2M +$13.1M +225,741 New
LPL Financial
20
LPL Financial
California
$12.4M +$12.4M +213,021 New
EWA
21
EP Wealth Advisors
California
$12.1M +$12.1M +207,516 New
MFT
22
Moisand Fitzgerald Tamayo
Florida
$10.3M +$10.3M +176,830 New
PFA
23
Pure Financial Advisors
California
$10.2M +$10.2M +174,980 New
1WM
24
1900 Wealth Management
Texas
$10.2M +$10.1M +174,387 New
BWA
25
Bordeaux Wealth Advisors
California
$8.99M +$8.95M +153,891 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.