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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
301
CPA Asset Management
Florida
$622K +$96.6K +1,851 +19%
BFC
302
Bedel Financial Consulting
Indiana
$616K +$209 +4 +0%
2L
303
25 LLC
Missouri
$612K -$783 -15 -0.1%
BSWA
304
Bromfield Sneider Wealth Advisors
Massachusetts
$610K +$135K +2,583 +30%
GTAM
305
Global Trust Asset Management
Florida
$602K – – –
CIA
306
Cladis Investment Advisory
Montana
$594K +$31.3K +600 +6%
CWM
307
Congress Wealth Management
Massachusetts
$587K +$730 +14 +0.1%
CFG
308
Citizens Financial Group
Rhode Island
$578K +$1.67K +32 +0.3%
AW
309
Atlas Wealth
Ohio
$562K -$12.4K -238 -2%
MC
310
Moors & Cabot
Massachusetts
$548K -$2.61K -50 -0.5%
PP
311
PrairieView Partners
Minnesota
$540K -$4.7K -90 -0.9%
WPW
312
Watershed Private Wealth
Illinois
$535K – – –
CAMG
313
CWA Asset Management Group
Florida
$525K -$16K -307 -3%
SMA
314
Seven Mile Advisory
New Jersey
$516K +$491K +9,412 New
CAM
315
Clark Asset Management
New Hampshire
$516K +$491K +9,410 New
CB
316
Commerce Bank
Missouri
$516K – – –
KS
317
Karpas Strategies
Connecticut
$503K +$939 +18 +0.2%
KCPG
318
Kavar Capital Partners Group
Kansas
$502K +$1.46K +28 +0.3%
SHWM
319
Silicon Hills Wealth Management
Texas
$493K +$4.49K +86 +1%
WA
320
Waverly Advisors
Alabama
$493K +$469K +8,993 New
SEA
321
Stegent Equity Advisors
Texas
$492K -$41.1K -788 -8%
SIC
322
Samalin Investment Counsel
New York
$491K +$30K +576 +7%
MIC
323
Meridian Investment Counsel
California
$482K – – –
CRC
324
Curi RMB Capital
Illinois
$480K – – –
W
325
WealthOne
New York
$480K +$2.92K +56 +0.6%
11 12
13
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