We are live on ! Find out more
DFAS icon

Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
251
Meridian Wealth Partners
Pennsylvania
$3.8M +$512K +7,676 +16%
Bank of New York Mellon
252
Bank of New York Mellon
New York
$3.8M -$31.9K -478 -0.9%
TF
253
TME Financial
California
$3.73M +$284K +4,253 +8%
MOS
254
MGO One Seven
Ohio
$3.72M +$1.94M +29,134 +116%
CIA
255
Concurrent Investment Advisors
Florida
$3.67M +$1.49M +22,265 +71%
PWS
256
Physician Wealth Solutions
Nevada
$3.62M
1WA
257
180 Wealth Advisors
Washington
$3.59M +$430K +6,437 +14%
GFA
258
Grunden Financial Advisory
Texas
$3.59M -$48.1K -720 -1%
GJIA
259
Glass Jacobson Investment Advisors
Maryland
$3.54M +$56.9K +853 +2%
MWM
260
Modern Wealth Management
Kansas
$3.53M +$160K +2,403 +5%
IAG
261
Investment Advisory Group
Massachusetts
$3.51M -$2.2K -33 -0.1%
AWM
262
Accredited Wealth Management
Kentucky
$3.5M -$1.04M -15,527 -70%
SF
263
Strategent Financial
Virginia
$3.42M +$171K +2,557 +5%
KIM
264
Kestra Investment Management
Texas
$3.41M +$1.38M +20,665 +71%
BTI
265
Blue Trust Inc
Georgia
$3.37M +$90.9K +1,362 +3%
PFA
266
Pettinga Financial Advisors
Indiana
$3.37M +$320K +4,800 +11%
SIS
267
Strategic Investment Solutions
Illinois
$3.35M -$67 -1 -0%
TAM
268
TCP Asset Management
Ohio
$3.33M +$190K +2,843 +6%
BCM
269
Blume Capital Management
California
$3.3M -$25K -375 -0.8%
TC
270
TAGStone Capital
North Carolina
$3.28M +$3.27K +49 +0.1%
MAC
271
Mason & Associates (California)
California
$3.26M +$125K +1,871 +4%
HIA
272
HTG Investment Advisors
Connecticut
$3.24M +$281K +4,210 +10%
FIM
273
Freedom Investment Management
Connecticut
$3.2M -$67.3K -1,008 -2%
IWM
274
IHT Wealth Management
Illinois
$3.19M +$109K +1,627 +4%
BA
275
BCM Advisors
Louisiana
$3.18M +$67.1K +1,006 +2%