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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
26
Focus Partners Advisor Solutions
Missouri
$47.2M +$4.58M +71,147 +10%
AP
27
Adero Partners
California
$47.1M +$2.41M +37,420 +5%
UBS Group
28
UBS Group
Switzerland
$43.2M -$2.72M -42,338 -6%
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$42.1M -$2.96K -46 -0%
SCM
30
Stordahl Capital Management
Colorado
$42M +$1.93M +29,935 +4%
GVAG
31
Great Valley Advisor Group
Delaware
$41.9M +$2.31M +35,990 +5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$40.9M -$3.85M -59,842 -8%
Corient Private Wealth
33
Corient Private Wealth
Florida
$40.3M +$2.43M +37,759 +6%
Raymond James Financial
34
Raymond James Financial
Florida
$38.1M +$6.56M +101,983 +19%
CPIG
35
Chicago Partners Investment Group
Illinois
$35.9M +$2.69M +41,823 +7%
DFS
36
Dixon Fnancial Services
California
$34.3M -$219K -3,413 -0.6%
BHWM
37
Beaird Harris Wealth Management
Texas
$34.1M -$1.23M -19,134 -3%
MWM
38
Modera Wealth Management
New Jersey
$33.8M +$191K +2,967 +0.5%
WMN
39
Wealth Management Nebraska
Nebraska
$33.1M -$176K -2,734 -0.5%
SWA
40
Sax Wealth Advisors
New Jersey
$33M +$841K +13,071 +2%
Truist Financial
41
Truist Financial
North Carolina
$31.2M -$2.17M -33,723 -6%
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$30.8M +$1.69M +26,232 +5%
BFG
43
Bleakley Financial Group
New Jersey
$29.5M +$2.39M +37,136 +8%
DP
44
Divergent Planning
Maryland
$28.7M +$1.04M +16,163 +4%
Cerity Partners
45
Cerity Partners
New York
$28.4M +$1.7M +26,433 +6%
SFA
46
Sequoia Financial Advisors
Ohio
$28.4M -$229K -3,568 -0.7%
AAM
47
Austin Asset Management
Texas
$27.6M -$1.33M -20,711 -4%
HIG
48
Heritage Investment Group
Florida
$27.4M -$259K -4,033 -0.9%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$26.8M -$21.1M -327,726 -42%
KL
50
KWMG LLC
Kansas
$26.7M +$1.06M +16,542 +4%