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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
351
Orion Portfolio Solutions
Nebraska
$828K +$94.5K +1,597 +14%
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$819K +$313K +5,294 +68%
HIP
353
HUB Investment Partners
Texas
$814K +$772K +13,051 New
MFC
354
Morris Financial Concepts
South Carolina
$801K +$429K +7,244 +129%
IA
355
IFG Advisory
Georgia
$796K +$265K +4,471 +54%
Betterment LLC
356
Betterment LLC
New York
$794K +$54.9K +927 +8%
WKWM
357
Walter & Keenan Wealth Management
Indiana
$794K +$488K +8,239 +183%
AWP
358
Abacus Wealth Partners
California
$792K -$31K -524 -4%
SW
359
SVB Wealth
Massachusetts
$782K +$237 +4 +0%
PIWA
360
Prevail Innovative Wealth Advisors
Kansas
$770K +$67.3K +1,138 +10%
WRPWM
361
Werba Rubin Papier Wealth Management
California
$767K +$473 +8 +0.1%
SIC
362
SJS Investment Consulting
Ohio
$758K
S
363
SignatureFD
Georgia
$757K +$643K +10,858 +842%
MWPCG
364
Measured Wealth Private Client Group
New Hampshire
$751K -$28.9K -488 -4%
HB
365
HTLF Bank
Colorado
$738K
CAM
366
Clark Asset Management
New Hampshire
$734K
CF
367
Centaurus Financial
California
$732K
SIC
368
Samalin Investment Counsel
New York
$721K +$38.2K +646 +6%
GWP
369
Gateway Wealth Partners
Wisconsin
$718K +$152K +2,562 +29%
LSA
370
L & S Advisors
California
$715K +$7.28K +123 +1%
MHS
371
M Holdings Securities
Oregon
$709K +$6.39K +108 +1%
GCIM
372
Gunn & Company Investment Management
Florida
$704K
CPSAC
373
Chas P. Smith & Associates (CPS)
Florida
$704K
BCA
374
Bay Colony Advisors
Massachusetts
$703K +$193K +3,267 +41%
HIC
375
Hartline Investment Corp
Illinois
$703K +$667K +11,278 New