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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
326
Integrated Wealth Concepts
Massachusetts
$1.25M +$150K +2,404 +14%
JIC
327
Johnson Investment Counsel
Ohio
$1.24M – – –
PB
328
Pinnacle Bancorp
Nebraska
$1.23M -$43.3K -691 -4%
CCA
329
Clarity Capital Advisors
Florida
$1.22M +$2.94K +47 +0.2%
MGIA
330
Moneta Group Investment Advisors
Missouri
$1.22M +$324K +5,170 +38%
CWM
331
Cahill Wealth Management
Michigan
$1.21M -$14K -223 -1%
TCM
332
Towneley Capital Management
California
$1.2M -$296K -4,729 -20%
WIM
333
Warwick Investment Management
Texas
$1.19M +$2.38K +38 +0.2%
UWM
334
USAdvisors Wealth Management
Minnesota
$1.18M +$125K +2,002 +12%
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$1.18M -$165K -2,636 -13%
KCM
336
KM Capital Management
Texas
$1.15M +$2.13K +34 +0.2%
ALC
337
Alexander Labrunerie & Co
Missouri
$1.15M +$528K +8,437 +91%
IFWM
338
Institute for Wealth Management
Colorado
$1.14M – – –
FI
339
Financial Insights
Washington
$1.14M -$81.1K -1,295 -7%
VA
340
Valmark Advisers
Ohio
$1.14M -$62.2K -994 -5%
OW
341
Olistico Wealth
Oklahoma
$1.13M -$59.7K -954 -5%
BFC
342
Bedel Financial Consulting
Indiana
$1.12M +$19.8K +317 +2%
MA
343
Montag & Associates
Georgia
$1.1M – – –
NGA
344
Naples Global Advisors
Florida
$1.09M +$32K +511 +3%
EWA
345
Exencial Wealth Advisors
Oklahoma
$1.08M +$61.8K +988 +6%
SCTC
346
Sanibel Captiva Trust Company
Florida
$1.08M +$69.8K +1,115 +7%
VFA
347
Valeo Financial Advisors
Indiana
$1.07M -$118K -1,878 -10%
RFP
348
Root Financial Partners
California
$1.07M -$27.2K -435 -3%
SCP
349
Stevens Capital Partners
Nebraska
$1.06M +$118K +1,878 +13%
1WA
350
180 Wealth Advisors
Washington
$1.05M +$350K +5,592 +53%
12 13
14
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