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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
376
Asset Dedication LLC
California
$2.59M +$732K +9,444 +43%
MAG
377
Mayfair Advisory Group
Alabama
$2.56M +$170K +2,189 +7%
TWA
378
Trace Wealth Advisors
California
$2.55M +$232 +3 +0%
FA
379
Fortis Advisors
Pennsylvania
$2.54M +$1.01K +13 +0%
WMG
380
WESCAP Management Group
California
$2.53M +$30.1K +388 +1%
SCM
381
Sollinda Capital Management
Florida
$2.5M +$485K +6,264 +26%
CWS
382
Cypress Wealth Services
California
$2.48M +$2.09K +27 +0.1%
TWP
383
Tenet Wealth Partners
Illinois
$2.48M +$2.37M +30,567 New
AWM
384
Ariadne Wealth Management
California
$2.45M +$19K +245 +0.8%
JWM
385
Johnson Wealth Management
North Dakota
$2.43M -$298K -3,841 -12%
GIA
386
Gladstone Institutional Advisory
Florida
$2.42M +$31.8K +410 +1%
IAN
387
Integrated Advisors Network
Texas
$2.4M +$10.9K +141 +0.5%
TFA
388
TrustWell Financial Advisors
Florida
$2.4M -$2.48M -31,986 -52%
BFG
389
Berger Financial Group
Minnesota
$2.38M -$56.7K -732 -2%
FWCM
390
Ferguson Wellman Capital Management
Oregon
$2.36M – – –
FC
391
FCA Corp
Texas
$2.35M +$170K +2,195 +8%
APFP
392
Action Point Financial Planning
Michigan
$2.35M +$1.83M +23,657 +487%
NWP
393
Noble Wealth Partners
Colorado
$2.33M +$2.2M +28,357 New
MWA
394
Mills Wealth Advisors
Texas
$2.33M +$219K +2,823 +11%
SPWM
395
Smith Partners Wealth Management
North Carolina
$2.33M +$833K +10,750 +61%
SWGC
396
Summit Wealth Group (Colorado)
Colorado
$2.33M +$34.8K +449 +2%
QCIG
397
Quad-Cities Investment Group
Iowa
$2.32M +$61.2K +790 +3%
KA
398
Kooman & Associates
Pennsylvania
$2.32M -$5.54M -71,502 -72%
SFP
399
SwitchPoint Financial Planning
Utah
$2.31M – – –
OCA
400
Optimus Capital Advisors
Texas
$2.3M -$36.6K -472 -2%
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