Dimensional US Small Cap ETF
DFAS
576 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 257 increasing their positions, 135 reducing their positions, and 21 closing their positions.
400% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 21
90% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 135
38% more funds holding in top 10
Funds holding in top 10: 60 → 83 (+23)
30% more capital invested
Capital invested by funds: $4.21B → $5.49B (+$1.27B)
15% more funds holding
Funds holding: 500 → 576 (+76)
3.89% more ownership
Funds ownership: 73.46% → 77.34% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$73.2M |
| 2 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$50.9M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$48.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$42.6M |
| 5 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$49.9M |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$11.8M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$6.75M |
| 4 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$6.01M |
| 5 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$5.05M |
DFAS Hedge Fund Activity: Q4 2023 in Review
576 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q4 2023, worth a combined $5.49B — up 30% from $4.21B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new DFAS positions and 21 closed out — a net gain of 84 holders — while 257 added to existing stakes and 135 trimmed.
The largest buyer was Financial Counselors Inc, adding an estimated $73.2M. The largest seller was Strategic Investment Solutions, cutting an estimated $49.9M.
- 576 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q4 2023, up from 500 in Q3 2023.
- Funds reported $5.49B of Dimensional US Small Cap ETF stock for Q4 2023, up 30% quarter-over-quarter.
- 105 funds opened new Dimensional US Small Cap ETF positions in Q4 2023 and 21 closed out, a net change of +84 holders.
- The largest Dimensional US Small Cap ETF buyer in Q4 2023 was Financial Counselors Inc, an estimated $73.2M added.
- The largest Dimensional US Small Cap ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $49.9M sold.
Based on aggregated 13F filings for Q4 2023.