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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
451
Powers Advisory Group
Illinois
$390K +$116K +1,965 +46%
AWP
452
Accretive Wealth Partners
New Jersey
$387K – – –
HSA
453
HBK Sorce Advisory
Pennsylvania
$387K +$367K +6,209 New
BRWA
454
B. Riley Wealth Advisors
Florida
$383K +$9.59K +162 +2%
PA
455
Parallel Advisors
California
$382K -$6.04K -102 -2%
ANB
456
Amarillo National Bank
Texas
$379K – – –
SIS
457
Sound Income Strategies
Florida
$366K +$340K +5,754 +4,876%
RSWM
458
Robertson Stephens Wealth Management
California
$364K – – –
SRC
459
Sage Rhino Capital
California
$363K – – –
SCM
460
Sollinda Capital Management
Florida
$360K +$342K +5,774 New
ACP
461
Aveo Capital Partners
Colorado
$360K -$86.6K -1,464 -20%
QHA
462
Quarry Hill Advisors
Minnesota
$357K – – –
VCM
463
Versant Capital Management
Arizona
$356K – – –
MFWP
464
Mosaic Family Wealth Partners
Missouri
$355K +$337K +5,694 New
FF
465
Francis Financial
$351K -$1.36K -23 -0.4%
DAS
466
Diversify Advisory Services
Utah
$349K +$335K +5,662 New
HWM
467
HB Wealth Management
Georgia
$349K – – –
MAC
468
Mason & Associates (California)
California
$349K +$331K +5,592 New
HA
469
Hanover Advisors
South Carolina
$346K +$17K +288 +5%
CB
470
Cadence Bank
Mississippi
$346K -$12.9K -218 -4%
ATC
471
Argent Trust Co
Tennessee
$343K -$15.5K -262 -5%
1WA
472
180 Wealth Advisors
Washington
$342K +$324K +5,479 New
BFPW
473
BOK Financial Private Wealth
Colorado
$332K – – –
AG
474
Ascent Group
Virginia
$331K +$314K +5,304 New
HWA
475
Heartwood Wealth Advisors
Virginia
$331K – – –
17 18
19
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