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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$52.1M +$5.7M +95,128 +13%
WTB
27
Washington Trust Bank
Washington
$50.2M +$47.2M +788,022 New
FPAS
28
Focus Partners Advisor Solutions
Missouri
$49.9M -$392K -6,535 -0.8%
DPW
29
DiNuzzo Private Wealth
Pennsylvania
$46.5M +$1.56M +26,038 +4%
Raymond James Financial
30
Raymond James Financial
Florida
$45.6M +$4.68M +78,029 +12%
SCM
31
Stordahl Capital Management
Colorado
$45.1M +$224K +3,729 +0.5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$42.6M -$947K -15,796 -2%
CPIG
33
Chicago Partners Investment Group
Illinois
$41.4M +$934K +15,577 +3%
WMN
34
Wealth Management Nebraska
Nebraska
$40.6M +$6.13M +102,254 +18%
Corient Private Wealth
35
Corient Private Wealth
Florida
$39.8M -$2.96M -49,381 -7%
BFG
36
Bleakley Financial Group
New Jersey
$37.6M +$5.83M +97,253 +20%
BHWM
37
Beaird Harris Wealth Management
Texas
$36.9M +$555K +9,252 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$36.7M +$7.63M +127,292 +28%
DFS
39
Dixon Fnancial Services
California
$36.6M -$62.5K -1,043 -0.2%
SWA
40
Sax Wealth Advisors
New Jersey
$36.2M +$910K +15,181 +3%
RFP
41
Root Financial Partners
California
$35.6M +$18M +299,957 +116%
Cerity Partners
42
Cerity Partners
New York
$35M +$4.45M +74,197 +16%
MWM
43
Modera Wealth Management
New Jersey
$34.9M -$1.11M -18,507 -3%
Mariner
44
Mariner
Kansas
$32.3M +$4.15M +69,232 +16%
DC
45
Davenport & Co
Virginia
$31.1M +$4.62M +77,088 +19%
AAM
46
Austin Asset Management
Texas
$30.5M +$1.04M +17,314 +4%
Truist Financial
47
Truist Financial
North Carolina
$30.3M -$2.75M -45,850 -9%
KL
48
KWMG LLC
Kansas
$29.3M +$767K +12,796 +3%
SFA
49
Sequoia Financial Advisors
Ohio
$29.2M -$1.01M -16,931 -4%
HIG
50
Heritage Investment Group
Florida
$28.8M -$425K -7,094 -2%