Funds holding Dimensional U S Small Cap ETF
5 funds declare a position · 1 ETFs and 4 other funds · 125.7M $ · US25434V5003
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | ActivePassive U.S. Equity ETF Trust for Professional Managers | 1,412,278 | 106M $ | 4.71 % | as of Feb 28, 2026 · Original filing |
| 2 | Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 145,990 | 11M $ | 2.60 % | as of Feb 28, 2026 · Original filing |
| 3 | Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 53,708 | 4M $ | 1.00 % | as of Feb 28, 2026 · Original filing |
| 4 | Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 52,633 | 4M $ | 2.25 % | as of Feb 28, 2026 · Original filing |
| 5 | Ocean Park Tactical Risk Spectrum 70 Fund Northern Lights Fund Trust | 10,400 | 739.8K $ | 0.98 % | as of Mar 31, 2026 · Original filing |
Institutional managers
874 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Creative Planning | 26,230,978 | 1.9B $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 9,193,715 | 653.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 6,618,892 | 470.8M $ | as of Mar 31, 2026 |
| Index Fund Advisors, Inc. | 5,900,990 | 419.7M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 3,447,394 | 249.9M $ | as of Mar 31, 2026 |
| Pure Financial Advisors, LLC | 3,197,949 | 227.5M $ | as of Mar 31, 2026 |
| TCI Wealth Advisors, Inc. | 2,595,074 | 184.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,722,783 | 122.5M $ | as of Mar 31, 2026 |
| Root Financial Partners, LLC | 1,586,355 | 112.8M $ | as of Mar 31, 2026 |
| Midwest Trust Co | 1,376,605 | 97.9M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,358,745 | 96.6M $ | as of Mar 31, 2026 |
| Plancorp, LLC | 1,270,271 | 94.2M $ | as of Mar 31, 2026 |
| Vise Technologies, Inc. | 1,257,727 | 87.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,223,939 | 87.1M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 1,212,428 | 86.2M $ | as of Mar 31, 2026 |
| Evanson Asset Management, LLC | 1,211,136 | 86.1M $ | as of Mar 31, 2026 |
| Premier Financial Group | 1,182,493 | 85.3M $ | as of Mar 31, 2026 |
| Washington Trust Bank | 1,141,204 | 81.2M $ | as of Mar 31, 2026 |
| Great Waters Wealth Management | 1,096,574 | 78M $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 1,092,969 | 77.7M $ | as of Mar 31, 2026 |
| First Command Advisory Services, Inc. | 1,092,163 | 77.7M $ | as of Mar 31, 2026 |
| Confluence Wealth Services, Inc. | 1,043,799 | 74.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,027,570 | 73.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,013,956 | 72.1M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 996,253 | 70.9M $ | as of Mar 31, 2026 |