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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFC
326
Morris Financial Concepts
South Carolina
$2.17M +$560K +9,348 +38%
AWM
327
Ariadne Wealth Management
California
$2.09M -$65.1K -1,086 -3%
IF
328
Ironwood Financial
Arizona
$2.08M
MAG
329
Mayfair Advisory Group
Alabama
$2.05M +$749K +12,499 +65%
OC
330
Oarsman Capital
Wisconsin
$2.04M -$2.95M -49,198 -61%
BFG
331
Berger Financial Group
Minnesota
$2.03M +$377K +6,296 +25%
SPI
332
Sutton Place Investors
New York
$2.02M -$16.5K -275 -0.9%
WWA
333
WCG Wealth Advisors
Nevada
$2.01M +$124K +2,062 +7%
CWP
334
Concord Wealth Partners
Virginia
$2.01M -$20.4K -341 -1%
CAMV
335
Concord Asset Management (Virginia)
Virginia
$2.01M +$1.89M +31,550 New
CIA
336
Concurrent Investment Advisors
Florida
$2M +$901K +15,035 +92%
CAL
337
Capital Analysts LLC
Pennsylvania
$1.99M +$1.23M +20,594 +193%
AAA
338
AG Asset Advisory
California
$1.99M +$71.2K +1,187 +4%
CWS
339
Cypress Wealth Services
California
$1.92M -$55.2K -920 -3%
FOA
340
Five Oceans Advisors
California
$1.92M +$126K +2,101 +8%
Thrivent Financial for Lutherans
341
Thrivent Financial for Lutherans
Minnesota
$1.9M -$1.18M -19,723 -40%
HWM
342
Hemington Wealth Management
Virginia
$1.88M
KIM
343
Kestra Investment Management
Texas
$1.86M +$811K +13,530 +87%
PIWA
344
Prevail Innovative Wealth Advisors
Kansas
$1.83M +$257K +4,295 +18%
HTWM
345
Hartmann Taylor Wealth Management
Texas
$1.8M +$416K +6,940 +33%
IAN
346
Integrated Advisors Network
Texas
$1.8M +$132K +2,202 +8%
EWA
347
Elevate Wealth Advisory
Georgia
$1.79M -$57.8K -964 -3%
SFP
348
SwitchPoint Financial Planning
Utah
$1.78M
AWE
349
Avidian Wealth Enterprises
Texas
$1.77M -$505K -8,419 -23%
EWP
350
Elevation Wealth Partners
California
$1.76M +$361K +6,020 +28%