We are live on ! Find out more
DFAS icon

Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
351
Bridgeworth
Alabama
$386K
NGA
352
Naples Global Advisors
Florida
$384K +$366K +7,015 New
MWC
353
MBM Wealth Consultants
Missouri
$373K
SWM
354
Sanctuary Wealth Management
Idaho
$370K +$352K +6,743 New
SSW
355
Stone Summit Wealth
Florida
$369K
WWM
356
Western Wealth Management
Colorado
$366K -$40.1K -769 -10%
MW
357
Marcum Wealth
Ohio
$366K +$1.04K +20 +0.3%
PNC Financial Services Group
358
PNC Financial Services Group
Pennsylvania
$363K
QHA
359
Quarry Hill Advisors
Minnesota
$363K
AWP
360
Accretive Wealth Partners
New Jersey
$363K +$15.7K +300 +5%
TA
361
TrueWealth Advisors
Alabama
$362K +$109K +2,096 +46%
CSI
362
Cross Staff Investments
New York
$356K
RWM
363
Revisor Wealth Management
Ohio
$353K +$336K +6,436 New
DPI
364
Diversified Portfolios Inc
Michigan
$353K +$15.7K +300 +5%
Betterment LLC
365
Betterment LLC
New York
$346K +$39.2K +752 +14%
AWM
366
Angeles Wealth Management
California
$345K
PA
367
Parallel Advisors
California
$341K +$12.8K +245 +4%
PW
368
Peninsula Wealth
California
$340K +$5.37K +103 +2%
HSA
369
HBK Sorce Advisory
Pennsylvania
$338K +$322K +6,176 New
TFA
370
Triad Financial Advisors
North Carolina
$337K
WCA
371
Waypoint Capital Advisors
Minnesota
$334K +$58.7K +1,125 +23%
ANB
372
Amarillo National Bank
Texas
$333K
VCM
373
Versant Capital Management
Arizona
$331K
ZIM
374
Zacks Investment Management
Illinois
$330K +$99.2K +1,901 +46%
BMCM
375
Bryn Mawr Capital Management
Pennsylvania
$329K