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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
326
Montag & Associates
Georgia
$1.05M – – –
IWC
327
Integrated Wealth Concepts
Massachusetts
$1.05M -$16.9K -285 -2%
SCTC
328
Sanibel Captiva Trust Company
Florida
$1.04M +$751K +12,685 +320%
EWA
329
Exencial Wealth Advisors
Oklahoma
$1.03M +$49.5K +836 +5%
BCM
330
Basso Capital Management
Connecticut
$1.01M – – –
SPC
331
Sigma Planning Corp
Michigan
$1,000K +$949K +16,040 New
CWM
332
Cahill Wealth Management
Michigan
$991K +$7.87K +133 +0.8%
NGA
333
Naples Global Advisors
Florida
$977K +$102K +1,729 +12%
PFS
334
Prospera Financial Services
Texas
$968K – – –
BFC
335
Bedel Financial Consulting
Indiana
$951K +$43.3K +732 +5%
KS
336
Karpas Strategies
Connecticut
$937K +$156K +2,637 +21%
UWM
337
USAdvisors Wealth Management
Minnesota
$933K -$42.3K -715 -5%
MAG
338
Mayfair Advisory Group
Alabama
$932K +$179K +3,033 +25%
KWM
339
Kingsview Wealth Management
Oregon
$922K +$10.9K +184 +1%
BWG
340
Beta Wealth Group
California
$898K -$13K -219 -1%
B
341
BetterWealth
California
$896K -$109K -1,834 -11%
GWM
342
Grand Wealth Management
Michigan
$892K -$27.5K -464 -3%
JC
343
Jentner Corp
Ohio
$881K -$7.04K -119 -0.8%
PWIA
344
Porter White Investment Advisors
Alabama
$871K +$59 +1 +0%
VFP
345
Verus Financial Partners
Virginia
$863K +$1.3K +22 +0.2%
DW
346
Dodds Wealth
Colorado
$861K +$204K +3,440 +33%
CB
347
Commerce Bank
Missouri
$854K +$40.8K +690 +5%
MGIA
348
Moneta Group Investment Advisors
Missouri
$853K -$106K -1,799 -12%
DT
349
Diversified Trust
Tennessee
$839K – – –
BCI
350
Brinker Capital Investments
Pennsylvania
$828K +$94.5K +1,597 +14%
12 13
14
15 16