Dimensional US Small Cap ETF
DFAS
499 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
67% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 139
5% more capital invested
Capital invested by funds: $4B → $4.21B (+$214M)
3% more funds holding
Funds holding: 485 → 499 (+14)
2.05% more ownership
Funds ownership: 71.41% → 73.46% (+2%)
2% less funds holding in top 10
Funds holding in top 10: 61 → 60 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$118M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$53.3M |
| 3 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
+$41.4M |
| 4 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$36.3M |
| 5 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Resource Consulting Group
Orlando,
Florida
|
-$14.2M |
| 2 |
FPCG
Forum Private Client Group
Fishers,
Indiana
|
-$8.69M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$5.64M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$4.33M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$2.57M |
DFAS Hedge Fund Activity: Q3 2023 in Review
499 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q3 2023, worth a combined $4.21B — up 5.4% from $4B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new DFAS positions and 18 closed out — a net gain of 22 holders — while 232 added to existing stakes and 139 trimmed.
The largest buyer was Bank of America, adding an estimated $118M. The largest seller was Resource Consulting Group, cutting an estimated $14.2M.
- 499 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q3 2023, up from 485 in Q2 2023.
- Funds reported $4.21B of Dimensional US Small Cap ETF stock for Q3 2023, up 5.4% quarter-over-quarter.
- 40 funds opened new Dimensional US Small Cap ETF positions in Q3 2023 and 18 closed out, a net change of +22 holders.
- The largest Dimensional US Small Cap ETF buyer in Q3 2023 was Bank of America, an estimated $118M added.
- The largest Dimensional US Small Cap ETF seller in Q3 2023 was Resource Consulting Group, an estimated $14.2M sold.
Based on aggregated 13F filings for Q3 2023.