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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
426
Red Lighthouse Investment Management
New York
$815K -$515K -7,700 -38%
DW
427
Dodds Wealth
Colorado
$814K -$67.8K -1,014 -8%
EFG
428
Embree Financial Group
Illinois
$803K +$402K +6,004 +95%
LSA
429
L & S Advisors
California
$792K +$32.4K +484 +4%
SW
430
SVB Wealth
Massachusetts
$785K +$806K +12,056 New
Betterment LLC
431
Betterment LLC
New York
$752K +$58.9K +880 +8%
CQWA
432
Chokshi & Queen Wealth Advisors
California
$748K +$768K +11,488 New
PW
433
Peninsula Wealth
California
$743K +$1.74K +26 +0.2%
CWM
434
Congress Wealth Management
Massachusetts
$739K +$143K +2,133 +23%
ATI
435
ARK & TLK Investments
Oklahoma
$737K +$75.2K +1,124 +11%
GA
436
Greenspring Advisors
Maryland
$728K -$40.9K -611 -5%
SEIA
437
Signature Estate & Investment Advisors
California
$726K +$746K +11,159 New
PWIA
438
Porter White Investment Advisors
Alabama
$723K
PFBT
439
Parkside Financial Bank & Trust
Missouri
$722K +$202K +3,024 +37%
2L
440
25 LLC
Missouri
$721K +$1.41K +21 +0.2%
DT
441
Diversified Trust
Tennessee
$717K +$20.1K +300 +3%
MWA
442
Mills Wealth Advisors
Texas
$713K +$61.1K +913 +9%
CFG
443
Citizens Financial Group
Rhode Island
$697K +$2.01K +30 +0.3%
SFS
444
Sowell Financial Services
Arkansas
$691K +$710K +10,622 New
HB
445
HTLF Bank
Colorado
$689K -$602 -9 -0.1%
SIC
446
SJS Investment Consulting
Ohio
$685K
GCM
447
Graver Capital Management
Ohio
$679K +$697K +10,426 New
AWM
448
Apollon Wealth Management
South Carolina
$676K +$96K +1,435 +16%
EFS
449
Essex Financial Services
Connecticut
$673K +$44.3K +662 +7%
MWM
450
Merriman Wealth Management
Washington
$671K -$10.9K -163 -2%