Dimensional US Small Cap ETF
DFAS
443 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 101 reducing their positions, and 16 closing their positions.
500% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 16
65% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 101
42% more capital invested
Capital invested by funds: $2.51B → $3.55B (+$1.05B)
25% more funds holding in top 10
Funds holding in top 10: 52 → 65 (+13)
19% more funds holding
Funds holding: 371 → 443 (+72)
4.13% more ownership
Funds ownership: 68.08% → 72.21% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$138M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$42.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20M |
| 4 |
Jane Street
New York
|
+$12.3M |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$15.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.14M |
| 3 |
TWP
TFO Wealth Partners
Maumee,
Ohio
|
-$6.98M |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$3.26M |
| 5 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
-$1.53M |
DFAS Hedge Fund Activity: Q4 2022 in Review
443 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q4 2022, worth a combined $3.55B — up 42% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new DFAS positions and 16 closed out — a net gain of 80 holders — while 167 added to existing stakes and 101 trimmed.
The largest buyer was Alaska Permanent Fund, opening a new position worth an estimated $138M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $15.7M.
- 443 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q4 2022, up from 371 in Q3 2022.
- Funds reported $3.55B of Dimensional US Small Cap ETF stock for Q4 2022, up 42% quarter-over-quarter.
- 96 funds opened new Dimensional US Small Cap ETF positions in Q4 2022 and 16 closed out, a net change of +80 holders.
- The largest Dimensional US Small Cap ETF buyer in Q4 2022 was Alaska Permanent Fund, an estimated $138M added.
- The largest Dimensional US Small Cap ETF seller in Q4 2022 was Focus Partners Advisor Solutions, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2022.