We are live on ! Find out more
DFAS icon

Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$207K -$37K -672 -15%
GWM
427
GDS Wealth Management
Texas
$207K +$2.87K +52 +1%
NAM
428
NorthCrest Asset Manangement
Minnesota
$203K
CG
429
Colony Group
Massachusetts
$203K +$213K +3,864 New
FTS
430
Fifth Third Securities
Ohio
$202K -$69.2K -1,257 -25%
TI
431
Truepoint Inc
Ohio
$200K +$210K +3,813 New
BAAM
432
Baker Avenue Asset Management
California
$199K
MFC
433
Morris Financial Concepts
South Carolina
$194K +$12.2K +221 +6%
Fidelity Investments
434
Fidelity Investments
Massachusetts
$168K -$1.21K -22 -0.7%
OC
435
Oakworth Capital
Alabama
$161K
NCM
436
Northwest Capital Management
Oregon
$160K +$27.2K +493 +19%
AIM
437
Acropolis Investment Management
Missouri
$159K
Franklin Resources
438
Franklin Resources
California
$156K +$441 +8 +0.3%
RF
439
Robinswood Financial
Washington
$153K
HCM
440
Hollencrest Capital Management
California
$150K
RTL
441
Red Tortoise LLC
Georgia
$141K -$2.53K -46 -2%
TWD
442
True Wealth Design
Ohio
$133K -$45.2K -821 -24%
CMP
443
Coston McIsaac & Partners
Maine
$126K +$441 +8 +0.3%
CA
444
Clearstead Advisors
Ohio
$125K -$31.7K -575 -19%
NOI
445
Newton One Investments
Delaware
$120K +$220 +4 +0.2%
WTA
446
Washington Trust Advisors
Massachusetts
$119K +$116K +2,097 +1,219%
PWA
447
Provenance Wealth Advisors
Florida
$112K +$117K +2,131 New
RDFA
448
Ritter Daniher Financial Advisory
Ohio
$110K
BFEC
449
Benjamin F. Edwards & Company
Missouri
$109K
AC
450
AlphaCore Capital
California
$105K +$110K +2,000 New