Dimensional US Small Cap ETF
DFAS
329 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, 103 increasing their positions, 56 reducing their positions, and 11 closing their positions.
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: 21 → 53 (+32)
84% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 56
65% more capital invested
Capital invested by funds: $1.6B → $2.63B (+$1.03B)
38% more funds holding
Funds holding: 238 → 329 (+91)
20.13% more ownership
Funds ownership: 46.01% → 66.14% (+20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$37.2M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$20M |
| 3 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$10.6M |
| 4 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$5.82M |
| 5 |
SCM
Stordahl Capital Management
Greenwood Village,
Colorado
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.1M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$4.26M |
| 3 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$2.15M |
| 4 |
SWM
Soundmark Wealth Management
Kirkland,
Washington
|
-$1.73M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.69M |
DFAS Hedge Fund Activity: Q4 2021 in Review
329 of the 6,518 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 103 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.
- 329 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q4 2021, up from 238 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.