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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$31.8M +$1.81M +32,832 +6%
DFS
27
Dixon Fnancial Services
California
$31.4M -$379K -6,874 -1%
Comerica Bank
28
Comerica Bank
Texas
$28M +$29.4M +533,600 New
FG
29
Foster Group
Iowa
$27.8M -$390K -7,072 -1%
HIG
30
Heritage Investment Group
Florida
$26.2M -$135K -2,444 -0.5%
CL
31
Choreo LLC
Illinois
$25.4M -$1.1M -19,971 -4%
AAM
32
Austin Asset Management
Texas
$25.3M +$739K +13,421 +3%
LPL Financial
33
LPL Financial
California
$24.9M +$2.06M +37,466 +9%
UBS Group
34
UBS Group
Switzerland
$24M +$9.54M +173,194 +61%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$23.5M -$2.57M -46,718 -9%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$23.2M +$6.92M +125,622 +40%
SFA
37
Sequoia Financial Advisors
Ohio
$22.9M -$115K -2,088 -0.5%
GWWM
38
Great Waters Wealth Management
Minnesota
$22.7M +$4.12M +74,832 +20%
MWM
39
Modera Wealth Management
New Jersey
$19.7M -$136K -2,475 -0.7%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$19.5M +$3.33M +60,518 +20%
CPIG
41
Chicago Partners Investment Group
Illinois
$19.1M +$1.17M +21,315 +6%
FNT
42
First National Trust
Pennsylvania
$17.8M +$2M +36,266 +12%
THL
43
Tillman Hartley LLC
Colorado
$16.7M -$328K -5,957 -2%
PCI
44
Planning Center Inc
Illinois
$16.4M +$103K +1,866 +0.6%
Brown Advisory
45
Brown Advisory
Maryland
$16.3M +$2.5M +45,362 +17%
CWS
46
Confluence Wealth Services
Pennsylvania
$16M +$4.99M +90,606 +42%
EWM
47
Empirical Wealth Management
Washington
$15.8M +$90.7K +1,647 +0.6%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$14.7M +266,541 +945%
HWMT
49
Heritage Wealth Management (Texas)
Texas
$15.3M +$209K +3,793 +1%
MAM
50
McLean Asset Management
Virginia
$15.1M -$411K -7,463 -3%