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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
301
Harbour Investments
Wisconsin
$162K +$175K +3,381 New
CMBA
302
C.M. Bidwell & Associates
Hawaii
$157K
OC
303
Oakworth Capital
Alabama
$147K +$159K +3,071 New
AIM
304
Acropolis Investment Management
Missouri
$145K +$363 +7 +0.2%
CA
305
Clearstead Advisors
Ohio
$142K
Franklin Resources
306
Franklin Resources
California
$140K +$467 +9 +0.3%
CMP
307
Coston McIsaac & Partners
Maine
$112K +$121K +2,341 New
NOI
308
Newton One Investments
Delaware
$110K
CWP
309
Concord Wealth Partners
Virginia
$101K +$109K +2,095 New
First Manhattan
310
First Manhattan
New York
$95K
EW
311
Evoke Wealth
California
$93K
Bessemer Group
312
Bessemer Group
New Jersey
$90K
UB
313
UMB Bank
Missouri
$89K
BWS
314
BCR Wealth Strategies
Alabama
$85K
BC
315
Bartlett & Co
Ohio
$79K
LFA
316
Level Financial Advisors
New York
$79K +$85.1K +1,641 New
BCWM
317
Bartlett & Co Wealth Management
Ohio
$79K
TFM
318
TFC Financial Management
Massachusetts
$74K
CFFP
319
Center for Financial Planning
Michigan
$73K
WFA
320
WestHill Financial Advisors
California
$70K
RWM
321
Raffa Wealth Management
District of Columbia
$68.7K +$207 +4 +0.3%
RDFA
322
Ritter Daniher Financial Advisory
Ohio
$68K +$73.9K +1,426 New
ACA
323
Atlas Capital Advisors
Wyoming
$67.4K -$13.9K -268 -16%
EBA
324
Eagle Bay Advisors
New York
$60.7K +$65.6K +1,265 New
CCM
325
Covington Capital Management
California
$60K