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Dimensional International Small Cap ETF

260 hedge funds and large institutions have $2.43B invested in Dimensional International Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 114 increasing their positions, 84 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+20
Holders Change %
+8.33%
% of All Funds
3.49%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.21%
New
32
Increased
114
Reduced
84
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$556M +$8.64M +290,672 +2%
MMI
2
Matson Money Inc
Ohio
$372M
Corient Private Wealth
3
Corient Private Wealth
Florida
$99.9M -$7.19M -241,033 -7%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$87.5M -$29M -971,408 -25%
FCBT
5
First Citizens Bank & Trust
North Carolina
$85.2M -$27.9M -933,825 -25%
SC
6
Savant Capital
Illinois
$63.1M +$10.1M +340,049 +19%
Creative Planning
7
Creative Planning
Kansas
$62.3M +$8.48M +284,166 +16%
MG
8
Mather Group
Illinois
$55M -$286M -9,572,222 -84%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$52.8M +$2.07M +69,480 +4%
PAS
10
Park Avenue Securities
New York
$46.3M +$3.33M +111,547 +8%
TWA
11
TCI Wealth Advisors
Arizona
$42.4M +$276K +9,255 +0.7%
WFAG
12
Wescott Financial Advisory Group
Pennsylvania
$40.1M -$476K -15,963 -1%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$37.1M +$1.32M +44,140 +4%
EAM
14
Evanson Asset Management
California
$35M +$1.19M +39,757 +4%
FFM
15
Forum Financial Management
Illinois
$34.6M -$80.6K -2,700 -0.2%
TWP
16
Total Wealth Planning
Ohio
$32.3M +$392K +13,153 +1%
MMA
17
Miracle Mile Advisors
California
$30.8M +$30.8M +1,031,475 New
EA
18
Efficient Advisors
Ohio
$29.5M -$1.16M -38,847 -4%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$23.3M -$1.07M -35,820 -4%
RFP
20
Root Financial Partners
California
$19M +$833K +27,932 +5%
IFA
21
Index Fund Advisors
California
$17.8M +$319K +10,697 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$17.7M +$17.6M +588,735 +13,016%
MWM
23
Modern Wealth Management
Kansas
$17M +$17M +569,891 New
Cerity Partners
24
Cerity Partners
New York
$15.7M +$1.14M +38,069 +8%
BCA
25
Ballentine Capital Advisors
South Carolina
$14.5M -$187K -6,270 -1%