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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$1M
TIM
252
Tortoise Investment Management
New York
$973K +$59.2K +1,075 +6%
WFA
253
Websterrogers Financial Advisors
South Carolina
$965K -$8.04K -146 -0.8%
STCOSD
254
Sageworth Trust Company of South Dakota
South Dakota
$956K +$1M +18,207 New
PB
255
Pinnacle Bancorp
Nebraska
$940K -$716 -13 -0.1%
BSWA
256
Bromfield Sneider Wealth Advisors
Massachusetts
$939K +$372K +6,749 +61%
ADL
257
Asset Dedication LLC
California
$919K +$32.8K +596 +4%
VA
258
Valmark Advisers
Ohio
$904K +$949K +17,222 New
MCA
259
Maryland Capital Advisors
Maryland
$903K -$3.42K -62 -0.4%
WIM
260
Warwick Investment Management
Texas
$897K +$942K +17,092 New
MA
261
Montag & Associates
Georgia
$888K -$652K -11,829 -41%
IWC
262
Integrated Wealth Concepts
Massachusetts
$869K +$11.5K +208 +1%
SIAG
263
Safeguard Investment Advisory Group
California
$869K -$118K -2,149 -11%
B
264
BetterWealth
California
$867K +$2.04K +37 +0.2%
ASN
265
Advisory Services Network
Georgia
$855K -$38.1K -691 -4%
HSG
266
Helen Stephens Group
Texas
$855K +$133K +2,407 +17%
VFA
267
Valeo Financial Advisors
Indiana
$855K +$45.8K +831 +5%
MGIA
268
Moneta Group Investment Advisors
Missouri
$854K +$170K +3,080 +23%
BCM
269
Basso Capital Management
Connecticut
$847K
UWM
270
USAdvisors Wealth Management
Minnesota
$836K +$25.4K +461 +3%
DBT
271
Dubuque Bank & Trust
Iowa
$819K +$859K +15,594 New
Renaissance Technologies
272
Renaissance Technologies
New York
$817K +$2.87K +52 +0.3%
PFS
273
Prospera Financial Services
Texas
$815K +$5.12K +93 +0.6%
EWA
274
Exencial Wealth Advisors
Oklahoma
$801K -$308K -5,589 -27%
CWM
275
Curi Wealth Management
North Carolina
$796K -$149K -2,709 -15%