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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
26
Austin Asset Management
Texas
$19.4M +$19.5M +323,556 New
MWA
27
Monograph Wealth Advisors
California
$18.2M +$18.4M +304,023 New
JTWM
28
Jackson Thornton Wealth Management
Alabama
$17.6M +$17.7M +293,375 New
EWM
29
Empirical Wealth Management
Washington
$16.6M +$428K +7,094 +3%
SWA
30
Sax Wealth Advisors
New Jersey
$15.9M -$135K -2,242 -0.8%
RRC
31
Relaxing Retirement Coach
Massachusetts
$15.3M +$5.82M +96,312 +61%
DEM
32
Disciplined Equity Management
Florida
$15M +$15.1M +249,470 New
LPL Financial
33
LPL Financial
California
$14.9M +$586K +9,698 +4%
MFT
34
Moisand Fitzgerald Tamayo
Florida
$14.3M +$2.03M +33,556 +16%
PFA
35
Pure Financial Advisors
California
$13.2M +$983K +16,274 +8%
LFS
36
Lutz Financial Services
Nebraska
$12.9M -$584K -9,668 -4%
MSWMA
37
Market Street Wealth Management Advisors
Indiana
$12.5M +$2.8M +46,382 +29%
SCM
38
Stordahl Capital Management
Colorado
$11.1M +$5.09M +84,306 +84%
BFG
39
Bouchey Financial Group
New York
$10.5M +$10.6M +174,737 New
1WM
40
1900 Wealth Management
Texas
$10.3M -$82.1K -1,359 -0.8%
CPA
41
Cardiff Park Advisors
California
$9.53M +$9.6M +158,921 New
GCM
42
G2 Capital Management
Ohio
$9.24M +$9.3M +154,017 New
AIS
43
American Investment Services
Massachusetts
$8.87M +$167K +2,770 +2%
CPIG
44
Chicago Partners Investment Group
Illinois
$8.25M +$231K +3,827 +3%
KAM
45
KEB Asset Management
Illinois
$8.22M +$8.28M +137,036 New
TWP
46
TFO Wealth Partners
Ohio
$8.09M -$73.8K -1,222 -0.9%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$8.01M +$535K +8,863 +7%
PCI
48
Planning Center Inc
Illinois
$7.91M +$8.58M +142,094 New
CS
49
Comerica Securities
Michigan
$7.66M +$462K +7,658 +6%
BWA
50
Bordeaux Wealth Advisors
California
$7.6M -$243K -4,024 -3%