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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
451
Beacon Financial Advisory
Ohio
$670K +$45.9K +686 +7%
AWP
452
Abacus Wealth Partners
California
$670K -$277K -4,144 -29%
CAMG
453
CWA Asset Management Group
Florida
$663K
Fidelity Investments
454
Fidelity Investments
Massachusetts
$660K +$313K +4,675 +86%
BPWM
455
Black Point Wealth Management
Florida
$651K +$23.9K +358 +4%
TA
456
TrueWealth Advisors
Alabama
$648K +$61.3K +917 +10%
MWPCG
457
Measured Wealth Private Client Group
New Hampshire
$644K -$25.4K -380 -4%
CPSAC
458
Chas P. Smith & Associates (CPS)
Florida
$640K -$97K -1,450 -13%
CFO
459
CVA Family Office
Colorado
$631K +$471K +7,035 +265%
CFA
460
CWS Financial Advisors
Michigan
$630K +$134K +2,000 +26%
SPC
461
Sigma Planning Corp
Michigan
$623K +$21.6K +323 +3%
SMA
462
Seven Mile Advisory
New Jersey
$622K +$1.74K +26 +0.3%
S
463
SignatureFD
Georgia
$622K
CIA
464
Cladis Investment Advisory
Montana
$609K -$80.5K -1,204 -11%
PFPT
465
Pinnacle Financial Partners (Tennessee)
Tennessee
$607K
AWM
466
Avior Wealth Management
Nebraska
$607K +$16.4K +245 +3%
WPW
467
Watershed Private Wealth
Illinois
$604K
KCPG
468
Kavar Capital Partners Group
Kansas
$603K +$736 +11 +0.1%
CIA
469
Capital Investment Advisors
Georgia
$587K
EW
470
Evoke Wealth
California
$583K
KeyBank National Association
471
KeyBank National Association
Ohio
$582K
PC
472
Peavine Capital
Nevada
$579K
MKW
473
Mullaney, Keating & Wright
Connecticut
$578K -$26.8K -400 -4%
MIC
474
Meridian Investment Counsel
California
$573K
PFA
475
Professional Financial Advisors
Nebraska
$569K +$585K +8,743 New