Dimensional US Small Cap ETF
DFAS
740 hedge funds and large institutions have $7.38B invested in Dimensional US Small Cap ETF in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 323 increasing their positions, 160 reducing their positions, and 22 closing their positions.
450% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 22
102% more repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 160
26% more funds holding in top 10
Funds holding in top 10: 85 → 107 (+22)
13% more funds holding
Funds holding: 655 → 740 (+85)
11% more capital invested
Capital invested by funds: $6.62B → $7.38B (+$758M)
4.3% more ownership
Funds ownership: 74.4% → 78.7% (+4.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $13K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$136M |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$47.7M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$38M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$34.9M |
| 5 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$30.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$33.2M |
| 2 |
APF
Alaska Permanent Fund
Juneau,
Alaska
|
-$12.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.48M |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
-$7.94M |
| 5 |
FG
Foster Group
West Des Moines,
Iowa
|
-$5.12M |
DFAS Hedge Fund Activity: Q4 2024 in Review
740 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Small Cap ETF (DFAS) for Q4 2024, worth a combined $7.38B — up 11% from $6.62B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new DFAS positions and 22 closed out — a net gain of 99 holders — while 323 added to existing stakes and 160 trimmed.
The largest buyer was Creative Planning, adding an estimated $136M. The largest seller was Mercer Global Advisors, cutting an estimated $33.2M.
- 740 institutional investors held Dimensional US Small Cap ETF (DFAS) as of Q4 2024, up from 655 in Q3 2024.
- Funds reported $7.38B of Dimensional US Small Cap ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 121 funds opened new Dimensional US Small Cap ETF positions in Q4 2024 and 22 closed out, a net change of +99 holders.
- The largest Dimensional US Small Cap ETF buyer in Q4 2024 was Creative Planning, an estimated $136M added.
- The largest Dimensional US Small Cap ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $33.2M sold.
Based on aggregated 13F filings for Q4 2024.