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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Cornerstone Advisory
Maryland
$212K +$213K +4,142 New
FTS
377
Fifth Third Securities
Ohio
$211K +$212K +4,122 New
GA
378
Goldstein Advisors
Wisconsin
$208K +$209K +4,058 New
SOAG
379
Silver Oak Advisory Group
Oregon
$206K +$208K +4,034 New
ZIM
380
Zacks Investment Management
Illinois
$205K +$206K +4,000 New
MGIA
381
Moneta Group Investment Advisors
Missouri
$204K +$188K +3,651 New
CWP
382
Concord Wealth Partners
Virginia
$200K +$201K +3,907 New
HI
383
Harbour Investments
Wisconsin
$173K +$103 +2 +0.1%
OC
384
Oakworth Capital
Alabama
$157K
AIM
385
Acropolis Investment Management
Missouri
$155K
CA
386
Clearstead Advisors
Ohio
$151K
Franklin Resources
387
Franklin Resources
California
$150K +$515 +10 +0.3%
HCM
388
Hollencrest Capital Management
California
$146K +$147K +2,852 New
RTL
389
Red Tortoise LLC
Georgia
$144K +$145K +2,818 New
CMP
390
Coston McIsaac & Partners
Maine
$120K +$257 +5 +0.2%
NOI
391
Newton One Investments
Delaware
$117K
RDFA
392
Ritter Daniher Financial Advisory
Ohio
$107K
BFEC
393
Benjamin F. Edwards & Company
Missouri
$106K +$107K +2,082 New
First Manhattan
394
First Manhattan
New York
$102K
UB
395
UMB Bank
Missouri
$95K
PTC
396
Private Trust Company
Ohio
$90K +$90.9K +1,765 New
HPC
397
HM Payson & Co
Maine
$87.6K -$125K -2,435 -59%
BCWM
398
Bartlett & Co Wealth Management
Ohio
$84.1K
BC
399
Bartlett & Co
Ohio
$84K
WFA
400
WestHill Financial Advisors
California
$79.7K +$4.99K +97 +7%