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Dimensional US Small Cap ETF
DFAS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
501
Professional Financial Advisors
Nebraska
$560K +$1.44K +24 +0.3%
SFS
502
Sowell Financial Services
Arkansas
$555K -$59.2K -987 -10%
CIA
503
Capital Investment Advisors
Georgia
$552K -$57.9K -966 -10%
PWM
504
Perigon Wealth Management
California
$551K +$9.29K +155 +2%
SA
505
Sincerus Advisory
New York
$550K +$11.9K +199 +2%
PF
506
PlanWiser Financial
Colorado
$547K -$8.87K -148 -2%
LCWP
507
Legacy Capital Wealth Partners
Arkansas
$528K +$496K +8,282 New
SFG
508
Seamount Financial Group
Colorado
$524K +$493K +8,223 New
CT
509
Colonial Trust
South Carolina
$520K – – –
RSWM
510
Robertson Stephens Wealth Management
California
$516K +$21.2K +353 +5%
WWM
511
Western Wealth Management
Colorado
$516K +$5.22K +87 +1%
CMAI
512
Capital Management Associates Inc
Minnesota
$507K -$477K -7,954 -50%
IA
513
Integrity Alliance
Iowa
$502K +$50.5K +843 +12%
PP
514
PrairieView Partners
Minnesota
$497K – – –
AFGAS
515
Allegiance Financial Group Advisory Services
Virginia
$493K -$19.5K -326 -4%
SWP
516
SIMA Wealth Partners
Virginia
$490K -$9.83K -164 -2%
NRI
517
NFP Retirement Inc
California
$485K +$2.46K +41 +0.5%
SAM
518
S.A. Mason
Michigan
$482K +$2.28K +38 +0.5%
FS
519
Financial Symmetry
North Carolina
$470K +$52.4K +874 +13%
OC
520
Oppenheimer & Co
New York
$467K – – –
CW
521
CreativeOne Wealth
Kansas
$447K +$13.9K +232 +3%
FPCP
522
Fort Point Capital Partners
California
$446K – – –
KF
523
K2 Financial
California
$442K +$7.13K +119 +2%
SIA
524
Sovereign Investment Advisors
Arizona
$437K +$411K +6,862 New
WT
525
Washington Trust
Rhode Island
$435K +$24.9K +415 +6%
19 20
21
22 23