Dimensional US Small Cap ETF
DFAS
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.
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: 318 → 358 (+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: 46 → 47 (+1)
7% less capital invested
Capital invested by funds: $2.59B → $2.42B (-$177M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$26.7M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$24.9M |
| 3 |
MAM
McLean Asset Management
Tysons,
Virginia
|
+$18.3M |
| 4 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$13.7M |
| 5 |
LPL Financial
San Diego,
California
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Index Fund Advisors
Irvine,
California
|
-$14.3M |
| 2 |
MWA
Monograph Wealth Advisors
Manhattan Beach,
California
|
-$4.45M |
| 3 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$3.85M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$3.48M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.94M |
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.