We are live on ! Find out more
DFAS icon

Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
351
Summit Wealth Group (Colorado)
Colorado
$1.67M +$1.57M +26,247 New
LI
352
LVZ Inc
Michigan
$1.67M +$81.7K +1,362 +5%
WP
353
Westmount Partners
California
$1.67M -$57.4K -957 -4%
TIAA Trust, National Association
354
TIAA Trust, National Association
North Carolina
$1.67M +$39.2K +654 +3%
WMG
355
WESCAP Management Group
California
$1.66M -$1.12M -18,681 -42%
PNC Financial Services Group
356
PNC Financial Services Group
Pennsylvania
$1.66M +$378K +6,309 +32%
AWM
357
Axxcess Wealth Management
California
$1.62M
JWA
358
JFS Wealth Advisors
Pennsylvania
$1.6M -$229K -3,816 -13%
MOS
359
MGO One Seven
Ohio
$1.6M +$1.51M +25,139 New
SEI Investments
360
SEI Investments
Pennsylvania
$1.6M +$1.5M +25,049 New
AC
361
AlphaCore Capital
California
$1.56M -$2.88M -48,008 -66%
LW
362
Linscomb Wealth
Texas
$1.56M +$1.46M +24,416 New
WAP
363
Wealthcare Advisory Partners
Pennsylvania
$1.55M -$777K -12,968 -35%
SWA
364
Stratos Wealth Advisors
Ohio
$1.55M -$566K -9,443 -28%
GLLW
365
Graves Light Lenhart Wealth
Virginia
$1.54M +$232K +3,866 +19%
RGF
366
Retirement Guys Formula
Ohio
$1.54M -$18.2K -304 -1%
FC
367
FCA Corp
Texas
$1.53M +$89K +1,485 +7%
JWCA
368
J.W. Cole Advisors
Florida
$1.53M +$1.44M +23,996 New
CTWM
369
Cherry Tree Wealth Management
Minnesota
$1.51M -$107K -1,785 -7%
VWM
370
Verus Wealth Management
Wisconsin
$1.51M +$504K +8,410 +55%
SC
371
Shearwater Capital
Colorado
$1.5M
P
372
&Partners
Tennessee
$1.5M +$672K +11,206 +89%
ACS
373
Archford Capital Strategies
Illinois
$1.47M -$189K -3,158 -12%
FCG
374
Financial Connections Group
California
$1.47M -$1.12M -18,654 -45%
LFA
375
Lauterbach Financial Advisors
Texas
$1.46M +$7.07K +118 +0.5%