We are live on ! Find out more
DFAS icon

Dimensional US Small Cap ETF

608 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 281 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 19

72% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 163

9% more capital invested

Capital invested by funds: $5.49B → $6B (+$508M)

6% more funds holding

Funds holding: 575608 (+33)

2% more funds holding in top 10

Funds holding in top 10: 8385 (+2)

1.53% less ownership

Funds ownership: 77.45%75.92% (-1.5%)

Holders
608
Holders Change
+33
Holders Change %
+5.74%
% of All Funds
8.76%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.22%
New
64
Increased
281
Reduced
163
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$669M +$1.49M +25,166 +0.2%
IFA
2
Index Fund Advisors
California
$424M -$1.56M -26,432 -0.4%
Northern Trust
3
Northern Trust
Illinois
$383M +$7.91M +133,725 +2%
Bank of America
4
Bank of America
North Carolina
$265M +$15.2M +256,113 +6%
BSW
5
Buckingham Strategic Wealth
Missouri
$170M +$6.62M +111,901 +4%
APF
6
Alaska Permanent Fund
Alaska
$169M +$19.6M +331,784 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$149M +$3.51M +59,288 +3%
TWA
8
TCI Wealth Advisors
Arizona
$135M +$3.14M +53,063 +3%
FCI
9
Financial Counselors Inc
Kansas
$93M +$2.41M +40,645 +3%
PL
10
Plancorp LLC
Missouri
$92.2M -$1.75M -29,634 -2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$84.7M -$372K -6,283 -0.5%
PFA
12
Pure Financial Advisors
California
$72.8M +$8.28M +139,923 +14%
HighTower Advisors
13
HighTower Advisors
Illinois
$69.2M +$53.2M +899,063 +426%
BHWM
14
Beaird Harris Wealth Management
Texas
$63M +$1.55M +26,129 +3%
ST
15
Sageworth Trust
Pennsylvania
$61.3M +$948K +16,026 +2%
SC
16
Savant Capital
Illinois
$60.7M -$23.2M -391,582 -29%
ATI
17
ARK & TLK Investments
Oklahoma
$60.2M -$5.51M -93,084 -5%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$60.1M +$883K +14,921 +2%
EAM
19
Evanson Asset Management
California
$57.1M +$1.39M +23,520 +3%
FCAS
20
First Command Advisory Services
Texas
$56.4M +$3.53M +59,692 +7%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$52.4M +$1.27M +21,452 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$47.3M +$1.11M +18,785 +3%
DPW
23
DiNuzzo Private Wealth
Pennsylvania
$45.1M +$25.4K +430 +0.1%
MRWM
24
ML&R Wealth Management
Texas
$43.9M -$2.86M -48,309 -6%
AP
25
Adero Partners
California
$43M +$1.94M +32,739 +5%

DFAS Hedge Fund Activity: Q1 2024 in Review

608 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q1 2024, worth a combined $6B — up 9.3% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DFAS positions and 19 closed out — a net gain of 45 holders — while 281 added to existing stakes and 163 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $53.2M. The largest seller was Savant Capital, cutting an estimated $23.2M.

  • 608 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q1 2024, up from 575 in Q4 2023.
  • Funds reported $6B of Dimensional US Small Cap ETF stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 64 funds opened new Dimensional US Small Cap ETF positions in Q1 2024 and 19 closed out, a net change of +45 holders.
  • The largest Dimensional US Small Cap ETF buyer in Q1 2024 was HighTower Advisors, an estimated $53.2M added.
  • The largest Dimensional US Small Cap ETF seller in Q1 2024 was Savant Capital, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2024.