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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFC
226
Bedel Financial Consulting
Indiana
$585K +$574K +11,238 New
MWPCG
227
Measured Wealth Private Client Group
New Hampshire
$584K
IFWM
228
Institute for Wealth Management
Colorado
$577K
AC
229
AWM Capital
Arizona
$576K +$1.23K +24 +0.2%
SHWM
230
Silicon Hills Wealth Management
Texas
$561K +$134K +2,631 +28%
MCA
231
Maryland Capital Advisors
Maryland
$557K +$138K +2,693 +29%
SEI Investments
232
SEI Investments
Pennsylvania
$551K -$10.4K -203 -2%
GTAM
233
Global Trust Asset Management
Florida
$542K +$258K +5,042 +76%
MWM
234
Merriman Wealth Management
Washington
$539K -$42.2K -827 -7%
EW
235
Enzi Wealth
Texas
$510K +$484K +9,476 New
CFG
236
Citizens Financial Group
Rhode Island
$486K +$1.48K +29 +0.3%
CWM
237
Congress Wealth Management
Massachusetts
$484K
PP
238
PrairieView Partners
Minnesota
$480K -$3.98K -78 -0.7%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$478K -$58.8K -1,152 -10%
OPS
240
Orion Portfolio Solutions
Nebraska
$470K +$13.1K +257 +3%
MC
241
Moors & Cabot
Massachusetts
$468K +$255K +5,000 +99%
CAMG
242
CWA Asset Management Group
Florida
$465K -$47K -920 -8%
Wealthfront Advisers
243
Wealthfront Advisers
California
$463K +$99.7K +1,951 +24%
SC
244
Sawyer & Company
Massachusetts
$451K -$13.8K -270 -3%
Financial Engines Advisors
245
Financial Engines Advisors
California
$441K +$460 +9 +0.1%
KeyBank National Association
246
KeyBank National Association
Ohio
$432K
FSWA
247
Financial Synergies Wealth Advisors
Texas
$429K +$14.7K +287 +3%
KS
248
Karpas Strategies
Connecticut
$425K +$817 +16 +0.2%
KCPG
249
Kavar Capital Partners Group
Kansas
$422K +$1.33K +26 +0.3%
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$415K