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Dimensional US Small Cap ETF

745 hedge funds and large institutions have $7.15B invested in Dimensional US Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 349 increasing their positions, 211 reducing their positions, and 32 closing their positions.

Holders
745
Holders Change
+12
Holders Change %
+1.64%
% of All Funds
10.12%
Holding in Top 10
95
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.21%
% of All Funds
1.29%
New
64
Increased
349
Reduced
211
Closed
32
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$7K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$1.01B 16,821,024 +3,577,617 +27%
Northern Trust
2
Northern Trust
Illinois
$476M 7,974,617 +453,209 +6%
IFA
3
Index Fund Advisors
California
$350M 5,850,934 -692,676 -11%
Bank of America
4
Bank of America
North Carolina
$321M 5,375,140 +203,274 +4%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$160M 2,678,647 -33,413 -1%
PFA
6
Pure Financial Advisors
California
$159M 2,658,922 +87,766 +3%
TWA
7
TCI Wealth Advisors
Arizona
$147M 2,462,758 +60,210 +3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$146M 2,447,086 +113,611 +5%
APF
9
Alaska Permanent Fund
Alaska
$146M 2,518,859
FCI
10
Financial Counselors Inc
Kansas
$109M 1,822,806 +101,736 +6%
PL
11
Plancorp LLC
Missouri
$83.7M 1,400,095 -20,851 -1%
SC
12
Savant Capital
Illinois
$81M 1,354,938 -13,755 -1%
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$69.2M 1,158,703 +63,280 +6%
FCAS
14
First Command Advisory Services
Texas
$68.7M 1,150,445 +125,847 +12%
EAM
15
Evanson Asset Management
California
$64.3M 1,075,829 +11,287 +1%
LPL Financial
16
LPL Financial
California
$61.2M 1,024,029 +155,766 +18%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$61.1M 1,022,951 +227,132 +29%
ST
18
Sageworth Trust
Pennsylvania
$58.4M 977,781 +27,614 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$58.1M 971,997 -29,938 -3%
Brown Advisory
20
Brown Advisory
Maryland
$55.4M 927,961 +249,195 +37%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$53.1M 888,703 +22,353 +3%
GWWM
22
Great Waters Wealth Management
Minnesota
$51M 854,067 -38,969 -4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$50.1M 838,089 +165,314 +25%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$50M 837,655 +51,884 +7%
CWS
25
Confluence Wealth Services
Pennsylvania
$48M 848,148 -2,379 -0.3%