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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
326
Naples Global Advisors
Florida
$831K +$80.1K +1,494 +12%
VFP
327
Verus Financial Partners
Virginia
$810K +$2.09K +39 +0.3%
DT
328
Diversified Trust
Tennessee
$802K
AWP
329
Abacus Wealth Partners
California
$788K -$10.6K -197 -1%
CA
330
Cetera Advisors
Colorado
$778K +$313K +5,841 +81%
CB
331
Commerce Bank
Missouri
$776K +$193K +3,605 +38%
SW
332
SVB Wealth
Massachusetts
$748K +$268 +5 +0%
MWPCG
333
Measured Wealth Private Client Group
New Hampshire
$748K
AWM
334
Apollon Wealth Management
South Carolina
$746K +$70.2K +1,310 +12%
IFWM
335
Institute for Wealth Management
Colorado
$740K
KS
336
Karpas Strategies
Connecticut
$739K +$171K +3,195 +35%
WRPWM
337
Werba Rubin Papier Wealth Management
California
$733K -$965 -18 -0.1%
SIC
338
SJS Investment Consulting
Ohio
$725K -$44.3K -826 -6%
MAG
339
Mayfair Advisory Group
Alabama
$706K +$307K +5,725 +92%
HB
340
HTLF Bank
Colorado
$706K +$635K +11,846 New
Betterment LLC
341
Betterment LLC
New York
$704K +$173K +3,229 +38%
CAM
342
Clark Asset Management
New Hampshire
$702K +$322 +6 +0.1%
TFM
343
Trademark Financial Management
Minnesota
$702K +$631K +11,772 New
CF
344
Centaurus Financial
California
$700K +$629K +11,747 New
US Bancorp
345
US Bancorp
Minnesota
$696K -$28.9K -539 -4%
SPI
346
Sutton Place Investors
New York
$687K +$2.79K +52 +0.5%
IA
347
IFG Advisors
Missouri
$686K -$69.2K -1,292 -10%
BCI
348
Brinker Capital Investments
Pennsylvania
$683K -$55.5K -1,036 -8%
OPS
349
Orion Portfolio Solutions
Nebraska
$683K -$55.5K -1,036 -8%
CWM
350
Congress Wealth Management
Massachusetts
$679K +$98.9K +1,845 +19%