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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
476
Perigon Wealth Management
California
$567K +$568K +8,493 New
BRWA
477
B. Riley Wealth Advisors
Florida
$567K +$3.28K +49 +0.6%
EGWAG
478
Elwood & Goetz Wealth Advisory Group
Georgia
$551K – – –
GB
479
Goepper Burkhardt
South Carolina
$544K +$347K +5,188 +163%
SA
480
Sincerus Advisory
New York
$534K +$549K +8,210 New
GTAM
481
Global Trust Asset Management
Florida
$529K -$12K -179 -2%
GWP
482
Gateway Wealth Partners
Wisconsin
$529K -$23K -344 -4%
AFGAS
483
Allegiance Financial Group Advisory Services
Virginia
$524K +$535 +8 +0.1%
PP
484
PrairieView Partners
Minnesota
$522K – – –
P
485
&Partners
Tennessee
$520K +$530K +7,921 New
JIC
486
Joel Isaacson & Co
New York
$518K +$3.88K +58 +0.7%
CMAI
487
Capital Management Associates Inc
Minnesota
$518K – – –
BAWC
488
Boyce & Associates Wealth Consulting
Texas
$518K -$6.09K -91 -1%
SAM
489
S.A. Mason
Michigan
$505K +$4.35K +65 +0.8%
HWM
490
HFG Wealth Management
Texas
$504K -$122K -1,827 -19%
AWA
491
Acorn Wealth Advisors
Michigan
$503K +$41.3K +618 +9%
SWP
492
SIMA Wealth Partners
Virginia
$494K -$78.3K -1,170 -13%
WWA
493
Wingate Wealth Advisors
Massachusetts
$493K +$507K +7,573 New
NRI
494
NFP Retirement Inc
California
$487K +$62.3K +932 +14%
OC
495
Oppenheimer & Co
New York
$481K – – –
CCM
496
Carlson Capital Management
Minnesota
$480K -$13.2K -198 -3%
CFS
497
CRA Financial Services
New Jersey
$480K – – –
WCM
498
Wealthcare Capital Management
Virginia
$466K – – –
SWM
499
Sanctuary Wealth Management
Idaho
$464K -$5.08K -76 -1%
WWM
500
Western Wealth Management
Colorado
$463K -$2.74K -41 -0.6%
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