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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$19.2M +$593K +10,533 +3%
AAM
27
Austin Asset Management
Texas
$19.1M +$956K +16,988 +5%
RRC
28
Relaxing Retirement Coach
Massachusetts
$18.6M +$4.42M +78,432 +31%
SCM
29
Stordahl Capital Management
Colorado
$17M +$6.7M +118,954 +64%
JTWM
30
Jackson Thornton Wealth Management
Alabama
$16.7M +$244K +4,330 +1%
MWA
31
Monograph Wealth Advisors
California
$16.5M -$561K -9,959 -3%
EWM
32
Empirical Wealth Management
Washington
$15.9M +$397K +7,050 +3%
SWA
33
Sax Wealth Advisors
New Jersey
$14.5M -$409K -7,261 -3%
DEM
34
Disciplined Equity Management
Florida
$14.4M +$398K +7,071 +3%
Bank of America
35
Bank of America
North Carolina
$14M +$12.8M +227,534 +1,041%
AF
36
Advisornet Financial
Minnesota
$13.8M +$13.8M +245,321 New
EWA
37
EP Wealth Advisors
California
$13.3M +$13.3M +236,664 New
PFA
38
Pure Financial Advisors
California
$13M +$628K +11,146 +5%
LFS
39
Lutz Financial Services
Nebraska
$12.8M +$724K +12,854 +6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$11.2M +$3.75M +66,689 +50%
BPA
41
Beacon Pointe Advisors
California
$9.4M +$5.46M +96,939 +137%
1WM
42
1900 Wealth Management
Texas
$9.33M -$331K -5,878 -3%
GCM
43
G2 Capital Management
Ohio
$9.14M +$510K +9,054 +6%
CPA
44
Cardiff Park Advisors
California
$8.91M +$6.19K +110 +0.1%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$8.51M -$4.85M -86,232 -36%
AIS
46
American Investment Services
Massachusetts
$8.51M +$220K +3,899 +3%
CPIG
47
Chicago Partners Investment Group
Illinois
$8.36M +$962K +17,083 +11%
CS
48
Comerica Securities
Michigan
$8.34M +$1.19M +21,169 +17%
W
49
WorthPointe
California
$8.01M +$729K +12,950 +10%
CPA
50
Capital Performance Advisors
California
$7.81M -$114K -2,030 -1%