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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NF
251
Napier Financial
Massachusetts
$4.85M +$4.8M +69,684 New
SA
252
Sanctuary Advisors
Indiana
$4.8M +$1.95M +28,307 +70%
AFG
253
Altiora Financial Group
Ohio
$4.74M -$2.21K -32 -0%
AUB
254
Atlantic Union Bankshares
Virginia
$4.74M +$378K +5,489 +9%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$4.73M +$93.1K +1,350 +2%
OHWP
256
Oak Harbor Wealth Partners
North Carolina
$4.7M +$212K +3,069 +5%
KWA
257
Kondo Wealth Advisors
California
$4.61M +$6.41K +93 +0.1%
GFA
258
Grunden Financial Advisory
Texas
$4.58M +$921K +13,356 +25%
MWP
259
Meridian Wealth Partners
Pennsylvania
$4.58M +$699K +10,142 +18%
PA
260
PFG Advisors
Arizona
$4.57M -$155K -2,252 -3%
FWM
261
FMB Wealth Management
California
$4.52M -$30.1K -437 -0.7%
DFC
262
DBK Financial Counsel
Ohio
$4.5M +$363K +5,265 +9%
IAG
263
Investmark Advisory Group
Connecticut
$4.48M +$32K +464 +0.7%
TF
264
TME Financial
California
$4.38M +$573K +8,312 +15%
KIM
265
Kestra Investment Management
Texas
$4.37M +$886K +12,849 +26%
KCWM
266
Kane Co Wealth Management
Iowa
$4.31M +$4.27M +61,890 New
WDL
267
Well Done LLC
Michigan
$4.26M -$126K -1,834 -3%
WP
268
Wealthspan Partners
Iowa
$4.23M -$39.9K -579 -0.9%
Bank of New York Mellon
269
Bank of New York Mellon
New York
$4.18M +$311K +4,510 +8%
MOS
270
MGO One Seven
Ohio
$4.07M +$283K +4,108 +8%
TFA
271
TrustWell Financial Advisors
Florida
$4.05M +$4.01M +58,203 New
MWMDPGFG
272
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$4.04M +$4M +57,989 New
CIA
273
Concurrent Investment Advisors
Florida
$4.03M +$283K +4,104 +8%
TCM
274
TruNorth Capital Management
Michigan
$4.02M +$345 +5 +0%
1WA
275
180 Wealth Advisors
Washington
$4M +$345K +5,011 +10%