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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OW
226
Olistico Wealth
Oklahoma
$934K +$940K +18,259 New
USCWA
227
U.S. Capital Wealth Advisors
Texas
$931K +$62.4K +1,212 +7%
MG
228
Mather Group
Illinois
$920K +$6.43K +125 +0.7%
PB
229
Pinnacle Bancorp
Nebraska
$917K +$29.2K +567 +3%
PFM
230
Phillips Financial Management
Indiana
$915K +$12.3K +239 +1%
SSB
231
Sandy Spring Bank
Maryland
$915K -$45.3K -880 -5%
CWM
232
Curi Wealth Management
North Carolina
$914K +$515 +10 +0.1%
B
233
BetterWealth
California
$898K -$192K -3,729 -18%
CI
234
Cordant Inc
Oregon
$888K +$207K +4,026 +30%
PTP
235
Platform Technology Partners
New York
$873K +$82.2K +1,596 +10%
ADL
236
Asset Dedication LLC
California
$864K +$1.96K +38 +0.2%
PFS
237
Prospera Financial Services
Texas
$861K
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$861K -$23.8K -463 -3%
ASFA
239
All Season Financial Advisors
Colorado
$858K +$143K +2,785 +20%
BCM
240
Basso Capital Management
Connecticut
$853K +$859K +16,685 New
DFC
241
DBK Financial Counsel
Ohio
$843K -$41.2K -800 -5%
IWC
242
Integrated Wealth Concepts
Massachusetts
$837K +$68.9K +1,339 +9%
RF
243
Resolute Financial
Massachusetts
$830K +$53.7K +1,043 +7%
CWM
244
Cahill Wealth Management
Michigan
$825K +$749K +14,549 New
TIM
245
Tortoise Investment Management
New York
$807K +$8.49K +165 +1%
KA
246
Kooman & Associates
Pennsylvania
$784K +$789K +15,332 New
BWG
247
Beta Wealth Group
California
$766K -$3.19K -62 -0.4%
VFP
248
Verus Financial Partners
Virginia
$766K +$2.47K +48 +0.4%
UWM
249
USAdvisors Wealth Management
Minnesota
$760K -$40K -777 -5%
JC
250
Jentner Corp
Ohio
$758K +$103 +2 +0%