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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
301
Strategent Financial
Virginia
$2.26M +$2.32M +34,761 New
MGIA
302
Moneta Group Investment Advisors
Missouri
$2.26M +$1.06M +15,916 +84%
CWP
303
Concord Wealth Partners
Virginia
$2.24M -$58.8K -879 -2%
LW
304
Lauer Wealth
Indiana
$2.21M +$208K +3,103 +10%
SW
305
StrongBox Wealth
Missouri
$2.21M +$381K +5,692 +20%
RCM
306
Riggs Capital Management
Utah
$2.21M +$2.27M +33,907 New
RCA
307
Resonant Capital Advisors
Wisconsin
$2.19M +$64.6K +966 +3%
SWA
308
Stratos Wealth Advisors
Ohio
$2.13M +$229K +3,426 +12%
HPC
309
HM Payson & Co
Maine
$2.08M – – –
RCAG
310
Rehmann Capital Advisory Group
Michigan
$2.06M +$112K +1,671 +6%
FOA
311
Five Oceans Advisors
California
$2.05M -$136K -2,038 -6%
SPI
312
Sutton Place Investors
New York
$2.05M +$42.9K +642 +2%
HWM
313
Hemington Wealth Management
Virginia
$1.92M – – –
EWA
314
Elevate Wealth Advisory
Georgia
$1.9M -$6.49K -97 -0.3%
TIM
315
Tortoise Investment Management
New York
$1.9M +$10.5K +157 +0.5%
WWA
316
WCG Wealth Advisors
Nevada
$1.9M +$247K +3,695 +14%
MG
317
Mather Group
Illinois
$1.89M -$13.3K -199 -0.7%
IAN
318
Integrated Advisors Network
Texas
$1.87M +$11.4K +171 +0.6%
ALC
319
Alexander Labrunerie & Co
Missouri
$1.87M +$740K +11,058 +62%
JWA
320
JFS Wealth Advisors
Pennsylvania
$1.87M +$134 +2 +0%
WP
321
Westmount Partners
California
$1.86M – – –
RGF
322
Retirement Guys Formula
Ohio
$1.85M -$283K -4,226 -13%
ACS
323
Archford Capital Strategies
Illinois
$1.82M -$1.86M -27,860 -50%
SFP
324
SwitchPoint Financial Planning
Utah
$1.82M +$1.87M +28,004 New
WKWM
325
Walter & Keenan Wealth Management
Indiana
$1.82M +$1.87K +28 +0.1%
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