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Dimensional US Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$64M +$3.44M +49,939 +6%
Raymond James Financial
27
Raymond James Financial
Florida
$63.6M +$9.41M +136,555 +18%
LPL Financial
28
LPL Financial
California
$61.9M +$4.13M +59,891 +7%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$58.5M -$838K -12,158 -1%
BWM
30
Bernicke Wealth Management
Wisconsin
$57.9M +$57.3M +830,897 New
MPWT
31
MassMutual Private Wealth & Trust
Connecticut
$53M -$285K -4,129 -0.5%
DPW
32
DiNuzzo Private Wealth
Pennsylvania
$51.2M -$285K -4,140 -0.6%
SCM
33
Stordahl Capital Management
Colorado
$50.3M -$13.7K -199 -0%
Brown Advisory
34
Brown Advisory
Maryland
$50.1M -$1.16M -16,893 -2%
CPIG
35
Chicago Partners Investment Group
Illinois
$49.7M +$1.04M +15,157 +2%
WMN
36
Wealth Management Nebraska
Nebraska
$49.1M +$3.08M +44,705 +7%
Mariner
37
Mariner
Kansas
$47.1M +$8.53M +123,759 +22%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$45.6M -$1.03M -14,903 -2%
TAWM
39
Three Arch Wealth Management
California
$44.7M +$44.2M +640,922 New
DC
40
Davenport & Co
Virginia
$44M +$5.94M +86,139 +16%
BFG
41
Bleakley Financial Group
New Jersey
$43.1M +$412K +5,974 +1%
Corient Private Wealth
42
Corient Private Wealth
Florida
$42.3M +$22.8M +330,335 +120%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$41.9M +$5.06M +73,467 +14%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$40.9M -$510K -7,400 -1%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$40.2M +$5.19M +75,268 +15%
DFS
46
Dixon Fnancial Services
California
$39.1M -$128K -1,852 -0.3%
BHWM
47
Beaird Harris Wealth Management
Texas
$38.7M -$735K -10,660 -2%
SWA
48
Sax Wealth Advisors
New Jersey
$38.2M +$345K +5,000 +0.9%
Cerity Partners
49
Cerity Partners
New York
$38.1M +$1.81M +26,317 +5%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$37.1M -$138K -2,008 -0.4%