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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
451
B. Riley Wealth Advisors
Florida
$686K +$179K +2,776 +32%
CQWA
452
Chokshi & Queen Wealth Advisors
California
$686K – – –
KCM
453
KM Capital Management
Texas
$677K -$186K -2,898 -20%
ATI
454
ARK & TLK Investments
Oklahoma
$676K – – –
JC
455
Jentner Corp
Ohio
$674K -$162K -2,526 -18%
GA
456
Greenspring Advisors
Maryland
$668K – – –
WTC
457
WhitTier Trust Company
Nevada
$667K +$717K +11,156 New
PWIA
458
Porter White Investment Advisors
Alabama
$663K -$1.03K -16 -0.1%
2L
459
25 LLC
Missouri
$663K +$1.03K +16 +0.1%
BBHC
460
Brown Brothers Harriman & Co
New York
$655K +$321K +4,991 +84%
JSL
461
JT Stratford LLC
Georgia
$647K +$696K +10,824 New
EFS
462
Essex Financial Services
Connecticut
$641K +$25.2K +392 +4%
CFG
463
Citizens Financial Group
Rhode Island
$641K +$1.48K +23 +0.2%
CAL
464
Capital Analysts LLC
Pennsylvania
$638K +$656K +10,202 +2,108%
SIC
465
SJS Investment Consulting
Ohio
$636K +$7.72K +120 +1%
BCI
466
Brinker Capital Investments
Pennsylvania
$630K -$265K -4,124 -28%
OPS
467
Orion Portfolio Solutions
Nebraska
$630K -$265K -4,124 -28%
GB
468
Goepper Burkhardt
South Carolina
$623K +$133K +2,065 +25%
GCM
469
Graver Capital Management
Ohio
$623K – – –
AWM
470
Apollon Wealth Management
South Carolina
$611K -$9.9K -154 -1%
SW
471
Simplicity Wealth
New Jersey
$605K +$651K +10,125 New
CFA
472
CWS Financial Advisors
Michigan
$605K +$28.4K +441 +5%
CFS
473
CRA Financial Services
New Jersey
$603K +$175K +2,715 +37%
CPSAC
474
Chas P. Smith & Associates (CPS)
Florida
$588K – – –
MWPCG
475
Measured Wealth Private Client Group
New Hampshire
$586K -$5.79K -90 -0.9%
17 18
19
20 21