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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
351
HCR Wealth Advisors
California
-$297K -4,957 Closed
IWM
352
IHT Wealth Management
Illinois
-$295K -4,923 Closed
LWAC
353
Laurel Wealth Advisors (California)
California
-$282K -4,693 Closed
SHWM
354
Silicon Hills Wealth Management
Texas
-$278K -4,626 Closed
WWM
355
Western Wealth Management
Colorado
-$262K -4,386 Closed
RF
356
Resolute Financial
Massachusetts
-$262K -4,373 Closed
AWM
357
AE Wealth Management
Kansas
-$256K -4,270 Closed
CBN
358
Cadence Bank NA
Texas
-$240K -4,006 Closed
NAM
359
NorthCrest Asset Manangement
Minnesota
-$233K -3,876 Closed
APP
360
Avantax Planning Partners
Iowa
-$227K -3,791 Closed
PP
361
PDS Planning
Ohio
-$212K -3,531 Closed
WFA
362
Wipfli Financial Advisors
Wisconsin
-$206K -3,430 Closed
OC
363
Oakworth Capital
Alabama
-$184K -3,071 Closed
JP Morgan Chase
364
JP Morgan Chase
New York
-$142K -2,372 Closed
SFM
365
Signet Financial Management
New Jersey
-$109K -1,821 Closed
LFA
366
Level Financial Advisors
New York
-$98K -1,641 Closed
CWP
367
Concord Wealth Partners
Virginia
-$88K -1,468 Closed
EBA
368
Eagle Bay Advisors
New York
-$76K -1,265 Closed
NC
369
NewSquare Capital
Pennsylvania
-$48K -792 Closed
S
370
Surevest
California
-$41K -682 Closed
FCA
371
FinTrust Capital Advisors
South Carolina
-$23K -389 Closed
AssetMark Inc
372
AssetMark Inc
California
-$2K -33 Closed