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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
376
RKL Wealth Management
Pennsylvania
$245K
EFS
377
Essex Financial Services
Connecticut
$243K
MWM
378
Meritas Wealth Management
California
$243K
FRA
379
Frank Rimerman Advisors
California
$241K +$162 +3 +0.1%
TA
380
TrueWealth Advisors
Alabama
$238K +$244K +4,514 New
SG
381
Stonnington Group
California
$231K +$238K +4,400 New
SWP
382
Summit Wealth Partners
Florida
$225K
CFGS
383
Concourse Financial Group Securities
Alabama
$222K
RWM
384
Rockwood Wealth Management
Pennsylvania
$220K +$226K +4,172 New
CA
385
Cornerstone Advisory
Maryland
$218K
ZIM
386
Zacks Investment Management
Illinois
$218K +$6.88K +127 +3%
GA
387
Goldstein Advisors
Wisconsin
$214K
SOAG
388
Silver Oak Advisory Group
Oregon
$212K
GWM
389
GDS Wealth Management
Texas
$206K +$211K +3,900 New
NAM
390
NorthCrest Asset Manangement
Minnesota
$204K +$210K +3,876 New
SPC
391
Sigma Planning Corp
Michigan
$201K +$207K +3,818 New
HI
392
Harbour Investments
Wisconsin
$198K +$20.7K +382 +11%
CWP
393
Concord Wealth Partners
Virginia
$191K -$14.9K -276 -7%
FFA
394
Farther Finance Advisors
California
$184K +$182K +3,354 +2,362%
IA
395
IFP Advisors
Florida
$177K -$155K -2,871 -49%
TWD
396
True Wealth Design
Ohio
$177K +$182K +3,359 New
Fidelity Investments
397
Fidelity Investments
Massachusetts
$173K -$135K -2,500 -43%
OC
398
Oakworth Capital
Alabama
$162K
AIM
399
Acropolis Investment Management
Missouri
$160K
CA
400
Clearstead Advisors
Ohio
$156K